Paraplanner

Paraplanner

Job Type: Full-Time (office-based role)

Location: Reading

Salary: Up to £50,000 (depending on experience)

About the role:

Are you an experienced Paraplanner seeking a new challenge? Clear View Financial Services Limited is a well-established and reputable Financial Planning Consultancy firm based in the Wokingham area near Reading, with a commitment to excellence, we pride ourselves on delivering comprehensive, professional financial planning services, tailored to both individual and business clients alike. Our success is built on developing and maintaining longstanding relationships based on trust and understanding our clients' specific needs to create bespoke financial solutions, tailored to meet the unique needs and goals of each individual. We offer a dynamic work environment, career growth opportunities, and a competitive salary with benefits.

Your role will involve preparing detailed financial plans, supporting advisors with research, ensuring compliance, and staying updated on market trends. We seek someone with proven Paraplanning experience, strong analytical skills, excellent communication, and relevant qualifications. If you're ready to make a real impact, apply now to become a key member of our team.

Responsibilities:

• Obtaining information relating to client’s existing financial provisions and conducting analysis of their arrangements, communicating effectively with the relevant Adviser throughout this process.

• Communicate with clients to collect essential financial information, understand their goals, and clarify any questions or concerns they may have.

• Drafting detailed letters and reports summarising financial plans, investment performance, and recommendations.

• Collaborate with the advisory team to ensure the accuracy and suitability of financial plans.

• Ensuring compliance with the company’s advice process and framework.

• Support the implementation of financial plans by co-ordinating with relevant Platforms and providers.

• Liaising with product providers and staying updated on new products and developments.

• Communicate effectively with clients, providing support and addressing enquiries as needed.

• Work collaboratively with the team to achieve common goals and deliver exceptional client service.

• Organise and maintain accurate and up-to-date client files, including financial plans, reports, and correspondence.

Required Skills & Qualifications:

• Demonstrated experience in a Paraplanner role within the financial services industry, showcasing a strong understanding of financial planning processes.

• Meticulous attention to detail to ensure the accuracy of financial plans and reports.

• Ability to conduct thorough research and analyse financial data to support the development of comprehensive financial plans.

• Strong verbal and written communication skills to effectively interact with clients and team members, and to present complex financial information clearly.

• Strong knowledge of investment and pension products, financial markets, and regulatory requirements

• Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning preferred, but not essential. Candidates working towards this qualification are also encouraged to apply.

Why Join Us?

Our firm offers a supportive, collaborative work environment where every team member's contribution is highly valued. Known for delivering clear, practical advice to help clients achieve their financial goals, we prioritise both client satisfaction and employee development. We offer competitive compensation and benefits packages, as well as formal qualification opportunities for professional growth and development. If you are detail-oriented, have a passion for financial services, and enjoy working in a collaborative environment, we would love to hear from you.

Benefits

• Company pension
• Free on-site parking
• 20 days annual leave entitlement + plus Bank Holidays & Christmas week
• Death in service - £250,000
• Exam support for industry qualifications
• Company events

Apply Now!

If you're an experienced Paraplanner ready to advance your career and grow with a professional firm that values your development, we want to hear from you. Apply now to join our team and take the next step in your professional journey.