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Paraplanner: Holistic Wealth Planning HNW Clients

Job in Reading, Berkshire, RG1, England, UK
Listing for: Cooper Parry
Full Time position Listed on 2026-11-12
Job specializations:
Salary/Wage Range or Industry Benchmark: 28000 - 40000 GBP Yearly GBP 28000.00 40000.00 YEAR

Job Description & How to Apply Below

Position: Paraplanner: Holistic Wealth Planning for HNW Clients

Cooper Parry Wealth is looking for a Paraplanner to support Relationship Managers and prepare high-quality, compliant client reports. You will work behind the scenes to ensure smooth delivery of annual planning and advice, with involvement in cashflow modelling and complex calculations.

The role requires strong technical knowledge, careful analysis, and the ability to prioritise workloads while maintaining quality across a high-performing team. Hybrid working and a supportive culture are offered.

This opportunity is for the Paraplanner:
Holistic Wealth Planning for HNW Clients role at Cooper Parry.

We are looking to fill the Paraplanner:
Holistic Wealth Planning for HNW Clients position at Cooper Parry in Reading, England, United Kingdom.

The Paraplanner:
Holistic Wealth Planning for HNW Clients role at Cooper Parry is now open for applications in Reading, England, United Kingdom.

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