Job Title: Paraplanner

Location: Wokingham

Salary: Dependent on your experience

Are you a Paraplanner looking for your next role working within a chartered IFA firm?

Our client is currently looking for a Junior or a Diploma Qualified Paraplanner, or equivalent, to join their support team based in Wokingham.

The main responsibilities of this role are

  • Researching product options:
  • Using in-house and external software to research the market for the most appropriate product for the client.
  • Discussing research with Financial Planners and Compliance
  • Presenting suitability reports to Financial Planners.
  • Understand a client’s needs by working with the advisers and liaising with the client
  • Analysing clients’ existing products
  • Providing a summary of analysis to Financial Planner in your pod and to Compliance.
  • Completing money laundering checks.
  • Ensuring all clients have been billed for any chargeable work

For this role you would ideally have between 2/3 years of up to date Paraplanning experience.

If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.