Paraplanner – Reading Region
Salary: £40,000
Location: Reading Region
Job Type: Full-Time | Monday – Friday, 9am – 5:30pm
An exciting opportunity has arisen for an experienced Paraplanner to join a well-established and growing financial planning business in the Reading area.
This role is ideal for a technically strong and detail-oriented individual who enjoys supporting advisers in delivering high-quality financial advice. You’ll work closely with advisers and wider support teams, helping to manage client cases from research through to recommendation and implementation.
The Role
As a Paraplanner, you will provide technical support to advisers, prepare suitability reports, conduct research, and assist in delivering tailored financial planning solutions for clients.
You’ll be joining a collaborative and professional environment where teamwork, client service, and technical excellence are highly valued.
Key Responsibilities
1. Supporting financial advisers with technical research and analysis
2. Preparing high-quality suitability reports and recommendations
3. Building and maintaining cashflow models
4. Assisting with complex financial planning queries and calculations
5. Attending client meetings where required and documenting outcomes
6. Managing client requests including withdrawals, contributions, and policy amendments
7. Maintaining accurate client and compliance records
8. Processing new business and supporting ongoing case management
9. Liaising with clients, providers, and internal stakeholders professionally and efficiently
Skills & Experience Required
10. Level 4 Diploma in Regulated Financial Planning or close to achieving this
11. Previous paraplanning experience within a financial planning environment
12. Strong technical knowledge across pensions, investments, protection, and financial planning products
13. Excellent written and verbal communication skills
14. Strong organisational skills with the ability to manage multiple deadlines
15. High attention to detail and accuracy
Personal Attributes
16. Professional and trustworthy approach
17. Proactive and reliable team player
18. Strong client service focus
19. Ability to work collaboratively within a fast-paced environment
What’s on Offer
20. Competitive salary package
21. Supportive and collaborative culture
22. Opportunity to work alongside experienced advisers and technical professionals
23. Long-term career development within a growing business