Paraplanner

Finlink Ltd; Reading; Hybrid; GBP 40,000; Full time

Job summary

An established industry player is seeking a skilled Paraplanner to join their dynamic team in Reading. This role offers hybrid working and the chance to be part of a rapidly growing wealth management firm. As a Paraplanner, you will work closely with advisors, conducting vital research and preparing technical reports that guide clients towards their financial goals. With a strong emphasis on culture and support, this company is dedicated to transforming the financial advice industry through innovation and collaboration. If you have paraplanning experience and a Level 4 qualification, this is an exciting opportunity to advance your career.

Benefits

Death in Service (4 x annual salary)

Private Medical Insurance

Group Income Protection

Employee Assistance Programme

Healthcare Cash Back Plan

Above Statutory Pension

Discretionary Annual Bonus

28 Days Annual Leave

Qualifications

• Experience as a paraplanner is essential for this role.
• Level 4 qualification preferred for candidates.

Responsibilities

• Collaborate with advisors to deliver the best client advice.
• Prepare technical suitability reports and pre-approval documentation.
• Conduct financial calculations and communicate effectively.

Skills

Paraplanning Experience

Research Skills

Technical Report Writing

Financial Calculations

Effective Communication

Education

Level 4 Qualification

Job description

Job Description

Paraplanner, hybrid working

Reading

Up to £40,000

This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business long term.

The Business

The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It’s on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they’re building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow.

The Role

As a Paraplanner with this business, you will be collaborating closely with the advisors and administrators to help deliver the best advice to the firm's clients. You'll be undertaking necessary research and writing technical suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team.

Benefits

• Salary up to £40,000
• Hybrid working
• Death in Service (4 x annual salary)
• Private Medical Insurance provided by Vitality.
• Group Income Protection
• Employee Assistance Programme
• Medicash (healthcare cash back plan)
• Pension above statutory
• Discretionary annual bonus based on company performance.
• 28 days annual leave rising to 30 days after 2 years’ service

How to apply

If you want to find out more about this opportunity, then simply click apply here. You can then leave the rest to us in terms of arranging an interview with the business.