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Job Description & How to Apply Below
Reading, hybrid (2 days office / 3 days home)
Salary up to £55,000, plus bonus
Are you an experienced Senior Paraplanner looking for your next step with a high quality, values led financial planning firm?
We’re supporting a highly regarded financial planning practice in Reading seeking to appoint a technically strong, ambitious Senior Paraplanner. You’ll work closely with a Senior Adviser managing high-net-worth clients, giving you exposure to complex, interesting cases without the pressure of business development.
The firm has a genuinely inclusive, fun and supportive culture, with clear investment in professional development. For those who want it, there is a defined pathway into an advisory role through a structured transition programme.
The Role will include:- Review client files, identify planning issues, and liaise with advisers on solutions
- Support and mentoring a junior paraplanner
- Contribute to quality control, process improvement and wider business initiatives
- Salary up to £55,000
- Hybrid working – 2 days office / 3 days home
- Death in Service cover
- Discretionary bonus
- Annual salary reviews
- Nice office environment
- Clear progression opportunities, including a route into advice
- Near a train station
- Proven experience as a Paraplanner within an IFA / Financial Planning firm
- Level 4 Diploma in Financial Planning (essential)
- Strong technical knowledge across pensions, investments and protection
- Confident report writer with excellent attention to detail
Position Requirements
10+ Years
work experience
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