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Paraplanner

Eden Rose
Posted 19 days ago, valid for 5 days
Location

Bracknell, Berkshire RG42 2HJ

Contract type

Full Time

Health Insurance
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

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  • The position is for an experienced Paraplanner at an award-winning Financial Planning practice located in Bracknell, offering a salary between £38,000 and £45,000.
  • The role includes hybrid working with two days in the office and provides excellent benefits such as an annual bonus scheme and generous holiday allowance.
  • Candidates are required to have a Level 4 Diploma and strong attention to detail, along with the ability to communicate complex financial information effectively.
  • The firm values collaboration and fresh ideas, making it an ideal opportunity for those looking to work alongside seasoned professionals in a supportive environment.
  • Interested applicants are encouraged to apply, and referrals for suitable candidates can earn a £200 reward if successfully placed.

Paraplanner - Award-Winning Financial Planning Practice

Bracknell, hybrid (2days office)

£38,000 - £45,000 Bonus Excellent Benefits

We’re working with a multi-award-winning Financial Planning practice based in Bracknell that provides bespoke financial advice to high-net-worth individuals and some of the UK’s leading businesses.

As a result of ongoing growth and internal promotions, the firm is looking to welcome an experienced Paraplanner to its collaborative and forward-thinking team. This is a fantastic opportunity to work alongside a team of seasoned professionals who value fresh ideas, contributions, and team spirit.

What’s on offer:

  • Hybrid working - 2 days in the office
  • Flexible Hours
  • Annual bonus scheme (c.10%) share options
  • Generous holiday allowance birthday off
  • Life insurance, Pension, and Permanent Health Insurance
  • Career development support
  • And more - we’d be happy to talk you through the full package!

What we’re looking for:

  • Level 4 Diploma (minimum)
  • Strong attention to detail and the ability to communicate complex financial information
  • Solid tech skills and confidence using database systems - especially important when working remotely

Apply today to be considered for this opportunity. Not quite the right fit?

We’d still love to hear from you. Get in touch to explore other paraplanning or financial services roles we’re working on that may not be advertised yet.

And if you know someone who’d be a great match? Refer them to us and earn £200 if we help them secure a new role.

Adviser Support, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.