Employed home based Paraplanner job near Newbury

The Specialists in Financial Services Recruitment

Job Details

Paraplanner Paraplanner
Reference ID: 1058
  • Salary/OTESalary of £35,000 - £40,000
  • Vacancy LocationNear Newbury
  • RemunerationEmployed
  • RegionSouth East
Job description

Are you seeking an exciting home based, Paraplanner job within a rapidly growing, Chartered firm?

As a Paraplanner you will support the Chartered Financial Planners to provide high quality, financial planning advice to their client bank. You will be liaising directly with clients to manage their financial administration, analyse suitable options and prepare recommendations for the Financial Advisors.

Your Paraplanner duties will include:

  • Manage client relationships through telephone, email and written documents
  • Provide technical, research and administrative support to develop suitable client recommendations
  • Produce all relevant paperwork and regulatory requirements
  • Produce compliant and detailed suitability reports
  • Review and analyse client’s financial statements
  • Prepare calculations to summarise net worth statements, investment performances etc
  • Produce regular client portfolio reviews, technical and industry updates with relevant commentary
  • Delegate work to the team of Administrators and maintain responsibility

Paraplanner Requirements 

  • You must have minimum 2 years’ experience as a Paraplanner
  • You must be Level 4 Diploma qualified in Financial Planning or equivalent
  • You must have experience of cashflow modelling

The Company

This Chartered Financial Planning practice provides high level, bespoke financial planning services with over £80m of funds under management. The Managing Director leads from the front and is highly respected by her peers. The company is continually growing their client numbers and funds under management.

Paraplanner Benefits

  • Salary of £35,000 - £40,000 full time equivalent with annual discretionary bonus
  • 30 hours per week
  • Fully home based role, with space to work in their office near Newbury if required
  • Company benefits include: company pension, 20 days holiday plus bank holidays, increasing 1 day per year to 30 days pa, plus one day holiday pro rata for your birthday
  • If desired, you will be fully sponsored to attain Level 6 qualifications / Chartered status

Location

  • Home based

Call us now on 0208 0044 154 or click Apply

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