Job Description

We are currently recruiting for a FTSE 100 Wealth Management firm in Wallingford who are looking for a Paraplanner to join their team.

The Paraplanner has a key role in delivering ‘excellent’ client service to clients of the business. The Paraplanner is responsible for client report writing, ‘placing’ of investments and other administration generated from client meetings and other incoming telephone, email and postal queries.


Main Duties & Responsibilities

  • Managing the client’s financial information and documents including collating quantitative information from various sources and updating/creating the Client Financial Review documents;

  • Following up actions from client meetings and responding to client telephone, email and post queries, as delegated to you by Partner/team leader;

  • Responsible for Preparation of suitability letters, reports and financial plans;

  • Completion of various application forms and documentation...

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