Job Description
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.
The Role
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.
Key responsibilities include:
* 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
Senior Level Responsibilities
In addition to core paraplanning duties, you will also:
* 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
About You
The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment.
Essential:
* 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
Desirable:
* 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
What’s on Offer
* 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.