Senior Paraplanner

Senior Paraplanner - Reading (Hybrid)

Salary: £55,000 + benefits

A well‑established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high‑quality financial planning advice to clients.

The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer‑term progression into an Advisory/Consultant role through a structured development pathway.

As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high‑quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives.

• Producing clear, high‑quality technical suitability reports in a timely manner
• Reviewing client files to understand objectives and identify key financial planning considerations
• Analysing existing pensions, investments and protection arrangements
• Undertaking whole‑of‑market research across investments, pensions and protection products
• Interpreting risk analysis and assessing the suitability of recommendations
• Providing technical, research and administrative support to the advisory team
• Communicating effectively with Consultants and Client Support teams regarding reports and recommendations
• Maintaining accurate client records and tasks within back‑office systems
• Attending client meetings alongside Consultants where required

• Mentor and support trainee or junior paraplanners
• Assist with technical checking and quality assurance of paraplanning reports
• Support complex financial planning work including cashflow modelling and technical calculations
• Contribute to internal projects aimed at improving efficiency and client service delivery
• Participate in team meetings and collaborate on wider business initiatives

The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment.

• Diploma qualified (Level
  4)
• Experience writing detailed suitability reports
• Previous experience within an IFA/Financial Planning firm
• Strong technical knowledge of pensions, investments and protection
• Experience conducting research using industry tools
• Excellent written communication skills and strong attention to detail
• Strong organisational and prioritisation skills

• Chartered status or working towards it
• Minimum 3+ years in a technical paraplanning role
• Experience mentoring junior paraplanners
• Experience with cashflow modelling
• Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress

• Competitive salary and benefits package
• Hybrid working arrangement - 3 days in the office - 2 days from home
• Supportive, collaborative paraplanning team
• Structured career progression, including potential path to Financial Planner/Consultant
• Ongoing professional development and CPD support

If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.