Paraplanner

Paraplanner – Reading RegionSalary: £40,000Location: Reading RegionJob 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 • Supporting financial advisers with technical research and analysis

• Preparing high-quality suitability reports and recommendations


• Building and maintaining cashflow models


• Assisting with complex financial planning queries and calculations


• Attending client meetings where required and documenting outcomes


• Managing client requests including withdrawals, contributions, and policy amendments


• Maintaining accurate client and compliance records


• Processing new business and supporting ongoing case management


• Liaising with clients, providers, and internal stakeholders professionally and efficiently

Skills & Experience Required • Level 4 Diploma in Regulated Financial Planning or close to achieving this

• Previous paraplanning experience within a financial planning environment


• Strong technical knowledge across pensions, investments, protection, and financial planning products


• Excellent written and verbal communication skills


• Strong organisational skills with the ability to manage multiple deadlines


• High attention to detail and accuracy

Personal Attributes • Professional and trustworthy approach

• Proactive and reliable team player


• Strong client service focus


• Ability to work collaboratively within a fast-paced environment

What’s on Offer • Competitive salary package

• Supportive and collaborative culture


• Opportunity to work alongside experienced advisers and technical professionals


• Long-term career development within a growing business

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