Paraplanner - Bracknell, South East England

Ref: 1538Monday 24 June 2024

Up to £48,000

Join a vibrant Paraplanning team at a national IFA

Are you a meticulous and dedicated Paraplanner looking for an opportunity to be part of a dynamic team? A rapidly expanding independent financial adviser services organisation, is on the lookout for someone like you!

The salary range is up to £48,000 + hybrid working, Bonus, Life Insurance, professional development and staff events.

this role is full time but they will consider someone part time

Overview of company:

  • Fun & Friendly Culture: Enjoy a workplace that’s as enjoyable as it is professional.
  • Flexibility: We value work-life balance and offer a flexible working environment.
  • Team Spirit: Work with a team where everyone, regardless of their position, is approachable and supportive.
  • Growth Opportunities: The more you invest in your role, the more rewarding your experience will be.


Your Role:

  • Prepare accurate suitability reports and letters within set deadlines.
  • Ensure all client work is compliant and well-documented.
  • Conduct comparative and technical research for client recommendations.
  • Engage in tax planning analysis and cashflow modelling.
  • Gain a comprehensive understanding of clients’ financial positions.
  • Collaborate with IFAs to discuss client objectives and gather necessary information.
  • Respond to client queries with thorough investigations and accurate information.
  • Perform annual reviews in accordance with service level agreements.


To be considered:

  • Paraplanning experience required
  • Level 4 Diploma
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