Job Description
Hybrid Working – Based in Caversham, Reading, Berkshire
Salary: £48k-65k + Revenue-Related Salary Increases
An esteemed Independent Financial Advice firm in Caversham, Reading, Berkshire, is seeking a client-focused Paraplanner to join their team. Specialising in Pensions, Investments, Tax Planning, IHT, Mortgages, and Protection for high-net-worth clients in Berkshire and the Southeast, this opportunity promises growth and development.
The ideal candidate, preferably Chartered, will work closely with top-tier financial advisors to build lasting client relationships and craft tailored wealth management strategies. As a Paraplanner, your role is crucial in delivering client-centric financial solutions and driving business expansion through expert guidance.
Join a seasoned team with a 20-year legacy in financial planning, where your technical skills and dedication to holistic advice will thrive. This position involves client management and offers mentorship opportunities with junior colleagues, fostering a collaborative learning environment.
If you are currently active in Private Client Wealth Management, providing comprehensive paraplanning support, this role provides a platform to advance your career in a progressive financial planning firm. Connect with Jo at Financial Divisions to seize this compelling opportunity today!
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