GREAT PARAPLANNER - OFFICE BASED IN BERKSHIRE ARESKIA

Reed; Wokingham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A finance firm in Wokingham is seeking a Skilled Paraplanner for a full office-based role. The ideal candidate will have over 5 years of paraplanning experience and a Level 4 diploma in Financial Planning. Responsibilities include preparing suitability reports and collaborating with the administration team. Excellent communication and team-working skills are essential. This role offers a chance to grow within a supportive environment.

Qualifications

• 5+ years experience as a Paraplanner.
• Level 4 Financial services qualifications preferred.
• Ability to write multi pension and investment suitability reports.

Responsibilities

• Prepare suitability reports for adviser approval.
• Work with the administration team to gather necessary client information.
• Handle day-to-day paraplanning tasks and obtain outstanding information.

Skills

Communication

Team working

Professional integrity

Flexibility

Education

Level 4 Diploma in Financial Planning

Job description

SKILLED PARAPLANNER ROLE FULL OFFICE BASED IN A GREAT COMPANY.

Full office based in a lovely great company.

Essential Education, Qualifications

Level 4+ Financial services qualifications, RO exams are preferable.

Duties, Experience and Responsibilities

5 years Paraplanning experience you will have the vision and ability to write two multi pensionand investment suitability reports per week, or 5 simple suitability or review reports per week, for our HNW Clients.

Familiar with core Consumer duty principles, and able to put them at the heart of everything needed by the company.

Lead the preparation of suitability reports for approval by the Financial Adviser, and prepare associated documentation as required.

Work with the Administration Team and ensure all information is available for a suitability report to be produced. This will include the pre‑completion of documentation ready for clients to check and sign.

Have at least Level 4 Diploma in Financial Planning or equivalent so able to act as a knowledge bank for queries of a technical nature, and when the adviser isn’t available.

Responsible for day‑to‑day paraplanning tasks – identifying what’s required, in client cases have information missing or outstanding actions.

Then working with the advisers and administrative team to obtain this information and subsequently writing a suitability report ready for adviser approval.

Personal Skills

• Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels.
• Team working: Collaborative and proactive mind set. Ability to contribute as part of a team, and deal with individuals at all levels within the business.
• Able to work within defined business processes.
• Professional integrity: The strength of character to explain a professional point while having empathy with a customer or colleague.
• Relations with others: The personal qualities and skills that promote open and constructive working relationships with colleagues and customers.
• Flexibility: The flexibility for, and commitment to, continual self‑development and improvement.
• Put the client needs and outcomes first in every situation, in a fully compliant manner.

Great opportunity for a 4 year skill IFA paraplanner firm skills in a great company bless you :)