Financial Services Vacancy: Paraplanner, Reading

Financial Paraplanner vacancy in Reading.   A great opportunity has arisen to join this successful Independent Financial Advisory business as a Paraplanner within their Reading Office. 


Our client is seeking an experienced Paraplanner to work on a one-to-one basis with a high producing Adviser who specialises predominantly in investment planning.

Your key duties will include:

• Product research
• Producing suitability letters
• Providing accurate reports based on clients’ financial needs
• Maintaining existing business
• Preparing client portfolio valuations
• Liaising with clients, product providers and other associated third parties

Features/Benefits:
A chance to work within a well-established, strong and friendly team.
Competitive salary up to £32,000 (dependent on experience and level of professional qualifications) plus good, comprehensive benefits.

The Company:
A financially strong organisation providing quality impartial advice to both private and corporate clients. A successful company with a strong brand name throughout the UK, offering good long-term career prospects.

Professional Qualifications required:
Ideally Diploma Qualified or relatively close to achieving Diploma status.

The Person:
You will have gained Paraplanning experience within an IFA company. You’ll be a good team-player, hard working with a good eye for detail, computer literate (ideally you will be familiar with 1st Software), and have general in-depth industry knowledge; however strong investment experience would be highly preferable. You will be able to work in a structured and organised manner and possess excellent communication skills.

To apply for this role, please click here.