We are searching for an experienced Paraplanner to join a dynamic and growing financial services company in the Bracknell area, where you'll be part of a supportive team committed to delivering outstanding financial planning services to clients. The successful candidate will have a hybrid working pattern with excellent opportunity for professional career growth.
Responsibilities:
- Prepare detailed and accurate financial plans and reports for clients
- Conduct research and analysis to assist financial advisers in delivering personalised advice
- Ensure compliance with regulatory requirements and industry standards
- Liaise with clients to gather necessary information and provide ongoing support
- Compile suitability reports and recommendation documents tailored to individual client needs
- Assist with cash flow forecasting and risk profiling
- Maintain up-to-date knowledge of financial markets, products, and regulatory changes
- Work closely with financial advisers to ensure seamless client service and smooth implementation of financial strategies
- Manage client reviews and monitor ongoing client portfolios for changes or opportunities
Requirements:
- Previous experience as a Paraplanner or in a similar IFA Support role
- Strong knowledge of financial products, regulations, and compliance
- Excellent communication and analytical skills
- Level 4 Diploma in Financial Planning or equivalent
If you think you are suitable for this role, then please click 'APPLY' now!
Recruitment Note
Due to the unprecedented volume of response, we are currently receiving, regrettably we are no longer able to respond to every application individually. If you have not heard back from us within 5 days, please assume your application for this role has been unsuccessful. We do read each CV carefully and if the situation changes or another potentially suitable role becomes active, we will be back in contact.