Paraplanner

Mulberry Recruitment; Wokingham; On-site; GBP 38,000 - 50,000; Full time

Job summary

A growing Financial Advice Firm in Wokingham is seeking a committed Paraplanner. The role involves preparing suitability reports, managing client communications, and developing tailored financial solutions. Candidates should have at least a Level 4 Diploma in Financial Planning and prior experience as a Paraplanner. Benefits include 25 days annual leave, life cover, flexible hours, and paid sick leave.

Benefits

25 days annual leave

Life cover – 4× death in service

Flexible hours

Paid sick leave

Enhanced Maternity/Paternity leave options

Qualifications

• At least Level 4 Diploma in Financial Planning or equivalent qualification.
• Prior experience as a Paraplanner.

Responsibilities

• Identify and gather information for client cases.
• Prepare suitability reports for advisers.
• Record all client communications and documentation.
• Develop financial planning solutions for clients.

Skills

Client relationship management

Suitability report preparation

Financial analysis

Education

Level 4 Diploma in Financial Planning

Job description

Paraplanner

Wokingham

£38,000 - £50,000

We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. We are looking for a team player who is committed to delivering an outstanding Client experience and strives to put our clients needs and interests at the forefront of everything they do.

Responsibilities

• Responsible for day‑to‑day paraplanning tasks – identifying what’s required and where client cases have missing information or outstanding actions.
• Working with the advisers and administrative team to obtain information and subsequently writing a suitability report ready for adviser’s approval.
• Lead the preparation of suitability reports for approval by the Financial Adviser, and prepare associated documentation as required.
• Record any client communications (whether written, oral or electronic) including client‑related communications with third parties.
• Identify areas for financial planning and develop solutions suitable to meet the client’s needs and objectives, including the preparation of tax calculations where necessary.

Requirements

• Have at least Level 4 Diploma in Financial Planning or an equivalent qualification.
• Hold prior experience as a Paraplanner.

What's on offer

• 25 days annual leave (plus bank holidays).
• Life cover – 4× death in service.
• Flexible hours.
• Paid sick leave.
• Upgrade in Maternity / Paternity / Shared Leave.