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.

As 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

In 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

The 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

• 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.