Paraplanner

Sahasraa Solutions; Reading; Remote; GBP 38,000 - 55,000; Full time

Job summary

Join a forward-thinking Chartered Financial Planning firm as a Paraplanner, where you'll provide essential technical support to a dedicated team. This remote-based role allows you to engage in meaningful work, including preparing detailed reports, conducting in-depth financial research, and collaborating with Advisers to deliver tailored solutions for clients. With over 40 years of experience, the firm is committed to growth and excellence in Wealth Management. Enjoy a flexible work environment with a range of benefits, including private medical insurance and generous annual leave. If you're passionate about financial planning and ready to make an impact, this opportunity is for you.

Benefits

Group life cover

Group income protection

Private medical insurance

Health cash plan

Cycle to work scheme

Workplace pension with employer contribution

25 days annual leave (rising to 30 days)

1 day's birthday leave

1 day for charity/community work

Qualifications

• Must be Level 4 Diploma qualified in Financial Planning or equivalent.
• Experience as a Paraplanner with skills in research and report writing.

Responsibilities

• Prepare and write suitability letters and reports for clients.
• Conduct research and analysis into financial solutions.
• Liaise with Advisers and clients for tailored recommendations.

Skills

Research and Analysis

Report Writing

Communication Skills

Education

Level 4 Diploma in Financial Planning

Job description

This Remote-based Paraplanner job provides opportunity to join a quality, Chartered Financial Planning firm.

You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.

As a Paraplanner, you will be focused on providing technical support including:

• Preparing and writing suitability letters and reports
• Conducting research and analysis into financial solutions for clients including income planning, IHT and tax calculations, trust solutions and cashflow planning
• Managing platform process including onboarding, planning completion and set up
• Managing project work which may include seamless transition for acquired client banks
• Liaising with Advisers and their clients
• Preparing letters based on the Adviser’s recommendations

Paraplanner Requirements

• You must be Level 4 Diploma qualified in Financial Planning or equivalent
• You should be a current Paraplanner with experience of research, analysis and report writing
• You should have excellent communication skills

The Company

Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have £400m FuM and have plans to continue growing.

Paraplanner Benefits

• Salary of circa £38,000 - £55,000
• Full-time or part-time considered
• Plus company benefits available immediately include group life cover, group income protection
• Upon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by you
• Remote based role with regular trips to either their Bristol or London offices
• Typical working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch
• 25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 day’s birthday leave and 1 day for charity / community work each year

Location

Remote based