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Financial Analyst Financial Reporting

Paraplanner - Client-Focused Financial Planning

Job in Reading, Berkshire, RG1, England, UK
Listing for: Mulberry Recruitment
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 38000 - 50000 GBP Yearly GBP 38000.00 50000.00 YEAR
Job Description & How to Apply Below
Position: Paraplanner - Client-Focused Financial Planning & Growth
A growing Financial Advice Firm is looking for a Paraplanner in Wokingham to handle various paraplanning tasks and prepare reports for clients. The ideal candidate should hold at least a Level 4 Diploma in Financial Planning and possess prior paraplanning experience. Responsibilities include preparing suitability reports, recording communications, and identifying financial planning needs.

This role offers a competitive salary ranging from £38,000 to £50,000 and 25 days of annual leave.
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