Paraplanner

Paraplanner Bracknell Hybrid - 2 days in the office Up to £45,000 + bonus This is a strong opportunity for an experienced Paraplanner who wants to be involved in the technical substance of financial planning rather than simply receiving instructions and producing reports. You will have the opportunity to carry out research and analysis, build cashflow plans and work collaboratively with advisers on recommendations, while joining an established paraplanning function with exposure to a varied range of clients and cases. The Business You will be joining an established, directly authorized independent financial planning business providing advice to private clients. The firm has a developed support structure around its advisers, including dedicated paraplanning, administration and investment expertise. It has also invested in its own technology and back-office systems, with the aim of allowing its people to spend more time on valuable financial planning work. The business places a clear emphasis on developing its people, with structured opportunities for those who want to progress their careers. Employees also participate in the longer-term success of the business through a share option scheme. The Role As a Paraplanner, you will work closely with Financial Advisers to help develop appropriate recommendations for their clients. Rather than being restricted to report writing, your work will include: Carrying out technical and product research Analyzing clients'' existing ..... full job details .....