Location
Reading
Salary £45000 - £50000 TypePermanent WorkplaceOn-Site Ref89123
Paraplanner
Salary: Up to £50,000 (DOE)
Location: Reading, Berkshire (Office-based)
Job Type: Full-time, Permanent
Start Date: Flexible (can wait until early next year for the right candidate)
Are you an experienced Paraplanner looking to join a high-performing, fully independent financial planning firm? Were working with a boutique IFA practice based in Reading, seeking a skilled and motivated Paraplanner to support their growing team.
The Opportunity:
This is a fantastic opportunity for a Level 4 qualified (or Chartered) Paraplanner with at least 5 years experience in an IFA environment. Youll work closely with two experienced advisers, including one with over 25 years in the industry, supporting high-quality client relationships and contributing to the delivery of bespoke financial planning solutions.
Key Responsibilities:
1. Prepare detailed suitability reports and technical research
2. Support advisers with client meeting preparation and follow-up
3. Conduct cashflow modelling using tools such as Voyant and CashCalc
4. Maintain accurate client records using Intelligent Office (IO)
5. Liaise with providers and clients to ensure smooth case progression
6. Contribute to the development of internal processes and best practices
About You:
7. Minimum 5 years experience in a Paraplanning role within an IFA firm
8. Diploma Level 4 qualified (Chartered status preferred but not essential)
9. Proficient with IO, CashCalc, Voyant, Octopus, Aviva, and other key platforms
10. Professional, detail-oriented, and committed to delivering a solicitor-level client experience
11. Eager to grow within a collaborative and ambitious team
Whats on Offer:
12. Competitive salary up to £50,000
13. 25 days holiday + bank holidays
14. Full benefits package (pension, life cover, dental, healthcare full details on company website)
15. Full CPD, exam support, and training after 6-month probation (reimbursement available if self-funded before)
16. Flexible working hours
If youre ready to take your Paraplanning career to the next level in a supportive and professional environment, wed love to hear from you.