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Technical Paraplanner – National Independent Financial Advice Firm (Hybrid)
Location: Reading
Type: Full-time, permanent
A highly regarded, independent wealth-management firm is looking to hire an experienced Paraplanner to join a high-calibre technical team supporting high-quality advisers and HNW clients.
This is a genuinely technical paraplanning role, not admin-heavy, not “report-factory” work; with real exposure to complex planning cases and the chance to develop long-term within a respected advice business.
What you’ll be doing- Producing full suitability reports across pensions, investments, protection, tax and estate planning
- Handling complex cases including drawdown, VCT/EIS, IHT mitigation, trusts and retirement strategies
- Working closely with advisers on pre- and post-meeting planning
- Researching solutions and providers across a whole-of-market proposition
- Supporting Consumer Duty-led advice processes and technical standards
- Experienced Paraplanner (or very strong mid-level ready to step up)
- Level 4 Diploma in Financial Planning (or close to completion)
- Strong technical knowledge and attention to detail
- Someone who enjoys being part of a team
, not siloed - Comfortable working autonomously with advisers
- Hybrid working and flexibility
- Proper paraplanning culture - your work is valued
- Clear progression (Advice/ technical specialist / senior paraplanner routes)
- Supportive, professional but friendly environment
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