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Paraplanner/ Technical Wealth Administrator - job post

Clear View Financial Services Limited
Clear View Financial Services Limited in Reading RG10
£35,000 - £45,000 a year - Permanent, Full-time
Responded to 75% or more applications in the past 30 days, typically within 3 days.

Job details

Here’s how the job details align with your profile.

Pay

  • £35,000 - £45,000 a year

Job type

  • Full-time
  • Permanent

Shift and schedule

  • Monday to Friday

Location

Clear View Financial Services Limited in Reading RG10

Benefits
Pulled from the full job description

  • Company events
  • Company pension
  • Free parking
  • Life insurance
  • On-site parking

Full job description

About Us:

Clear View Financial Services Limited is a well-established and reputable Financial Planning Consultancy firm based in the Wokingham area, dedicated to providing personalised financial advice to our clients. With a commitment to excellence, we pride ourselves on delivering comprehensive, bespoke financial solutions, tailored to meet the unique needs and goals of our clients.

Paraplanner/ Technical Wealth Administrator - This is a great opportunity for an experienced financial administrator in a successful expanding Practice.

Job Overview:

As a Paraplanner/ Technical Wealth Administrator, you will play a vital role in supporting our financial advisers in providing comprehensive financial planning services to our clients. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans. We offer competitive compensation and benefits packages, as well as 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. This is a technical position, dealing at times with complex figures and rules, as well as routine tasks,

Key Responsibilities:

  • Analyse and evaluate client financial information to assist in the development of comprehensive financial plans.
  • Create cash flow models and projections to support financial planning
  • Assist Financial Advisers in preparing detailed reports summarising financial plans, investment performance, and recommendations.
  • Collaborate with the advisory team to ensure the accuracy and suitability of financial plans.
  • Prepare necessary paperwork for client meetings and presentation.
  • Ability to handle urgent client queries in the absence of the adviser.
  • Stay up to date with industry regulations and compliance requirements.
  • Ensure all financial plans and documentation adhere to regulatory standards.
  • Engage with clients to gather necessary information and clarify financial goals.
  • Communicate effectively with clients, providing support and addressing enquiries as needed.
  • Support the implementation of financial plans by coordinating with relevant Platforms.
  • Assist in the preparation of necessary documentation for client transactions.
  • Proactively seeks to improve processes.
  • Work collaboratively with the team to achieve common goals and deliver exceptional client service.
  • Regular liaison with product providers, account managers and clients.
  • Process new business and track completion
  • Strong knowledge of investment and pension products, financial markets, and regulatory requirements
  • Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling).

Requirements:

  • Previous experience in a financial planning or wealth management firm
  • Knowledge & experience of wide range of financial services products
  • Confidence in determining the advice journey.
  • Strong analytical skills with attention to detail
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Office Suite
  • Ability to prioritize tasks and manage time effectively.
  • Professional demeanour with a strong work ethic

Job Type: Full-time

Salary: £35,000.00-£45,000.00 per year

Benefits:

  • Company pension
  • Free on-site parking
  • Annual pay review with performance linked pay increases
  • Annual leave entitlement + plus Bank Holidays & Christmas week
  • Death in service – Flat £250,000
  • Exam support for industry qualifications
  • Company events

Schedule:

  • Monday to Friday

Office based role with the potential for flexible working as and when required.

Experience:

  • Minimum 2 years (required)

Job Types: Full-time, Permanent

Pay: £35,000.00-£45,000.00 per year

Benefits:

  • Company pension
  • Free parking
  • Life insurance
  • On-site parking

Schedule:

  • Monday to Friday

Work Location: In person

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