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 RoleAs 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 ResponsibilitiesIn 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 YouThe 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.