Job Title: Paraplanner
Location: Goring
Salary: £40,000 - £55,000 (d.o.e)
Employment Type: Full-time
REF: 9259
Are you a detail-oriented professional with a passion for financial planning? We are seeking an experienced Paraplanner to join our clients dynamic team. This is an exciting opportunity to work alongside financial advisers and the back office team to help clients to achieve their financial goals by delivering high-quality technical support and well-researched solutions.
Key Responsibilities:
- Conduct in-depth research and analysis on financial products and strategies
- Prepare detailed reports, including cash flow forecasts and recommendations
- Assist in the development of financial plans tailored to individual client needs
- Ensure all client documentation is accurate and compliant
- Support advisers in client meetings (if required) and manage follow-up actions
Key Requirements:
- Previous experience as a Paraplanner
- Strong knowledge of investment, pension, and protection products
- Ability to interpret financial information and present it clearly
- Proficiency in financial planning software (e.g., Voyant, XPlan, or similar)
- Relevant qualifications such as CII Diploma in Regulated Financial Planning (not necessary although desirable)
What We Offer:
- Salary up to £55,000 (depending on qualifications/experience)
- Continuous professional development and training opportunities
- A supportive, collaborative working environment
- Flexible working options, including hybrid working, holiday, pension and PMI
If you're passionate about making a meaningful impact in clients' financial journeys and are ready to grow with a reputable firm, we'd love to hear from you!