logo for Astral Recruitment

Paraplanner - Top Wealth Management IFA, - Reading, Oxfordshire, United Kingdom, RG1


Our client is a successful and established National IFA currently looking to add a further Paraplanner to their team in Reading

To provide paraplanning support Financial Advisers and working with the IFA Administrators, to support the client advisory process, playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures.

Primary duties / Key Responsibilities

  • Review fact finds, file notes, client risk profile questionnaires etc.
  • Fund analysis
  • Product comparison
  • Product analysis
  • Fund research
  • Charges analysis
  • Compile suitability reports

Job requirements

  • Financial Planning Diploma Qualified (or equivalent professional qualification).
  • Demonstrable paraplanning experience.

Base open to negotiation but circa £35000