Job Description

Paraplanner job opportunity in Maidenhead offering hybrid working and the chance to join a high quality independent financial planning firm.
This Paraplanner job is ideal for an experienced Paraplanner who enjoys working on a wide variety of financial planning cases and wants to be part of a structured, professional environment where technical quality is genuinely valued.
In this Paraplanner job, you will support Financial Advisers with detailed research and the preparation of clear, compliant suitability reports. You will work closely with advisers and administrators, allowing you to build strong working relationships and gain a thorough understanding of client objectives and advice strategies.
The Paraplanner role offers exposure to a broad mix of cases, including more complex planning work, helping to keep the Paraplanner job interesting and technically rewarding. This is a strong opportunity for a Paraplanner who wants long term stability and continued professional development.
Your Paraplanner duties will include:

Undertaking financial planning research to support client reviews
Preparing suitability reports using both templates and bespoke formats
Analysing existing investment portfolios and benchmarking performance
Interpreting complex financial planning information and technical data
Keeping knowledge up to date with regulatory and legislative changes

Paraplanner Requirements

Essential - experience working as a Paraplanner within an IFA or financial planning firm
Essential - Diploma in Financial Planning
Proven experience producing suitability reports and research documentation
Desirable - exposure to complex planning cases
High level of accuracy and attention to detail

The Company You will be joining a well established independent financial planning firm with a strong reputation for providing high quality advice and developing long term client relationships. The business invests in its people and supports ongoing professional development.
Paraplanner Benefits

Competitive salary dependent on experience
Hybrid working arrangement
Full time permanent Paraplanner job
Pension and additional benefits
Support for ongoing professional development

Location This Paraplanner job is based in the Maidenhead area and is best suited to candidates within a reasonable commuting distance. If you are interested in this Paraplanner job, please apply or contact Premier Jobs UK for further information.
Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

About Premier Jobs UK

Welcome to the company profile for Premier Jobs UK on LinkedIn.

Premier Jobs UK is dedicated to providing the highest standards of quality in recruitment search and selection for the financial services and banking industry.

Our Key Areas include:

Regulated Financial Sales Investment Consultants

Mortgage Advisors Training Personnel

Compliance Officers Sales Management

Banking Administration

Estate Agency Telesales

General Insurance Sales Directors

Our unique face to face and comprehensive approach through our nationwide network of experienced financial services consultants will give candidates an honest and open evaluation of their strengths and weaknesses, identifying suitable company vacancies from the market place to best meet their career aspirations as well as help preparing candidates for job assessment through our unique personal career training and development process.

Premier Jobs UK act as preferred recruiters for many of the major financial services

companies and high street banks across the UK from new trainee to director level.

All information is treated in the strictest confidence.

Industry

Finance & Insurance

Company Size

11-50 employees

Headquarters

Calne, GB

Year Founded

2007

Website

premierjobsuk.com

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