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.

Full time Paraplanner/IT Support Professional, London

Financial Services Paraplanner and IT Support Job wanted for reputable Financial Services firm in London.

If we are unable to secure a suitable candidate with both sets of (diverse) skills we would offer separate positions for a Paraplanner (3 days per week) and for an IT Support Professional (3 days per week).

Paraplanner Role: To support consultants by gathering information, analysing information using 1st, Pensions Profiler etc to draw up reports. A positive attitude and relevant experience (in financial planning especially pensions) are more important than financial planning qualifications. There are a range of inhouse pensions, tax and investment professionals to draw upon and develop your knowledge.

IT Support Professional: Must have experience of administering small business IT and telephony systems. The candidate should have a strong personal interest in IT and broad knowledge of software and hardware support. Experience of financial services software would be an additional bonus. In addition to day-to-day enquiries from staff, the role will include liaising with an external IT specialist, procurement, set-up and ongoing administration of new hardware and software, plus administration of the company’s internal telephone and mobile telephones. An organised mind and positive disposition are essential.

Salary: For the Combined Role £30,000pa plus substantial benefit package; prorata for the separate roles.

To find out more about this position and to apply please click here.

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