Job Description
Reading, hybrid (2 days office / 3 days home)
Salary up to £55,000, plus bonus
Are you an experienced Senior Paraplanner looking for your next step with a high quality, values led financial planning firm?
We’re supporting a highly regarded financial planning practice in Reading seeking to appoint a technically strong, ambitious Senior Paraplanner. You’ll work closely with a Senior Adviser managing high-net-worth clients, giving you exposure to complex, interesting cases without the pressure of business development.
The firm has a genuinely inclusive, fun and supportive culture, with clear investment in professional development. For those who want it, there is a defined pathway into an advisory role through a structured transition programme.
The Role will include:
- Review client files, identify planning issues, and liaise with advisers on solutions
- Support and mentoring a junior paraplanner
- Contribut...