Job Description
Recruit UK are supporting a well-established financial planning firm based in Reading and they’re looking for an experienced Paraplanner to join their growing team.
Our client is a growing and forward-thinking financial planning firm specialising in retirement planning, pensions, and intergenerational wealth management. They pride themselves on delivering a high level of personal service and building long-term relationships with their clients.
Key Responsibilities
* Producing suitability reports and technical documentation for adviser approval
* Conducting research and analysis across pensions, investments, and tax planning
* Identifying missing information and liaising with advisers and administrators to obtain it
* Preparing pre-completed application and client documentation
* Supporting technical queries and acting as a knowledge point within the team
* Ensuring all work meets FCA, Consumer Duty, and internal compliance standards
What we’re looking for
* A minimum of 2 years’ paraplanning experience
* Level 4 Diploma in Financial Planning or equivalent
* Experience writing complex pension and investment suitability reports
* Good technical knowledge across pensions, investments, and tax planning
* High attention to detail and clear written communication
* Intelliflo (iO) experience beneficial but not essential
Benefits
* 25 days annual leave plus bank holidays
* Life cover (4x salary) and income protection
* Health, optical, dental cover and cash plan
* Flexible working hours and paid sick leave
* Long service and enhanced family leave benefits
If you’re a paraplanner interested in discussing this opportunity, apply today!