Paraplanner: Flexible Hours in Client‑Focused Financial Planning

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

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.