Senior Paraplanner

Eden Rose; Reading; Hybrid; GBP 49,500 - 60,500; Full time

Benefits offered by this job

Death in Service cover

Discretionary bonus

Annual salary reviews

Job summary

A leading financial planning firm in Reading seeks an experienced Senior Paraplanner to manage high-net-worth clients and provide technical support without business development pressure. You'll have opportunities for professional growth and hybrid working arrangements, with a supportive culture that values development. Essential qualifications include a Level 4 Diploma in Financial Planning and strong technical knowledge in pensions and investments. Competitive salary of up to £55,000 plus bonuses.

Qualifications

• Proven experience as a Paraplanner within an IFA or Financial Planning firm.
• Level 4 Diploma in Financial Planning is essential.
• Strong technical knowledge of pensions, investments, and protection.

Responsibilities

• Review client files and identify planning issues.
• Support and mentor a junior paraplanner.
• Contribute to quality control and process improvement.

Skills

Proven experience as a Paraplanner

Strong technical knowledge across pensions

Excellent report writing skills

Education

Level 4 Diploma in Financial Planning

Job description

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

To be considered for the role:

• 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