This Paraplanner job in the Maidenhead area offers the opportunity to join a well structured and professional independent financial planning firm where technical quality and collaboration are genuinely valued. If you are an experienced Paraplanner looking for stability, hybrid working and exposure to a broad range of advice cases, this Paraplanner job is well worth exploring.
In this Paraplanner job, you will play a key role supporting Financial Advisers by producing high quality research and suitability reports across a wide spectrum of financial planning work. You will work closely with Advisers and fellow Paraplanners in a dedicated support model, allowing you to build strong relationships and gain a clear understanding of each adviser’s clients and advice approach.
The Paraplanner role offers variety, with involvement in annual reviews, new business cases and ongoing client planning. While the work is not heavily specialist, there is enough technical depth to remain engaging and technically rewarding. This Paraplanner job suits someone who enjoys being hands on, organised and trusted to deliver consistent output.
Your Paraplanner responsibilities will include:
* Undertaking financial planning research to support client advice
* Preparing suitability reports using structured templates and bespoke formats
* Reviewing and analysing existing investment portfolios
* Supporting annual reviews and ongoing servicing cases
* Keeping knowledge up to date with regulatory and legislative changes
Paraplanner Requirements
* Essential experience working as a Paraplanner within an IFA or financial planning firm
* Essential Diploma in Financial Planning or close to completion
* Proven experience producing suitability reports and research documentation
* Desirable exposure to a broad range of planning cases
* High level of technical accuracy and attention to detail
The Company
You will be joining a well established independent financial planning firm with a strong reputation for delivering high quality advice and developing long term client relationships. The business places genuine value on technical standards, collaboration and continued professional development.
Paraplanner Benefits
* Salary circa £38,000 to £44,000 depending on experience
* Hybrid working arrangement with three days in the office and two days from home
* Full time permanent Paraplanner job
* Pension and additional benefits
* Support for ongoing professional development
Location
This Paraplanner job is based in the Maidenhead area and is best suited to candidates within a reasonable commuting distance.
If you are interested in this Paraplanner job, please apply or contact Premier Jobs UK for further information.
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Salary description
£38000.00 - £44000.00 per year