Senior Paraplanner - Hybrid, Path to Advisory, £55k Bonus
Eden Rose
14 days+
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Benefits offered by this job
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
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.
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