Paraplanner / Client Support - Part Time


Part time Paraplanner/Admin role- flexible hours around school pick up/ drop off! 20-25 hrs a week 4 days a week. Busy successful financial planners, working in a small, close-knit friendly team. Opportunity for a part qualified paraplanner to develop with further qualifications if desired. Quiet, non-town centre location, parking available. Ideal commute from Winnersh, Woodley, Earley, Twyford, East Reading, Wokingham.

That all sounds great, tell me more

Reporting to the practice owner, your role will be to support the Partner/Practice Manager when informing and advising Clients on financial strategies, plans and products, and organise the technical task, illustrations and reports. Your main duties will be as follows-

·        Fully analyse clients’ requirements, develop cash flow models and accurately record client data;

·        Research and analyse financial products to meet Client requirements and objectives;

·        Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;

·        Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process;

·        Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;

·        Deal with general client queries and attend client meetings with the Partner as required.

To be considered

You will need paraplanning experience within an IFA or Wealth Management environment; Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience);

What's in it for me?

30k per annum pro rata for the part time hours agreed. A chance to continue your study and  gain further qualifications in the paraplanning sector. Work in a friendly small team where the time goes fast! You will be super busy and enjoy being a big cog in a small wheel, everything you do will have an impact, this is a place where you really matter and will be truly valued. This is a flexible working environment, the practice owner is a working mum! Hours will be agreed between 20-25 hours a week over 4 days so can be ideal for a return to work parent or anyone that might need flexible hours to suit their personal arrangements

Who are we looking for?

Previous paraplanning experience, this could be as a paraplanner, trainee paraplanner or in a similar client support role within an IFA or Wealth Management environment; Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience); Familiar with all major research systems (e.g. Analytics); Experience of the Long-Term Care market. [ Whilst a knowledge of this market would be desirable, it is not essential.]

This all sounds great – what next?

This is a very popular position at an established, progressive company, so we don’t expect it to be around for long! Apply now to make sure you’re considered.

  Apply Now
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