Recruit UK are supporting a well-established financial planning firm based in Reading and they’re looking for an experienced Paraplanner to join their growing team.


Our client is a growing and forward-thinking financial planning firm specialising in retirement planning, pensions, and intergenerational wealth management. They pride themselves on delivering a high level of personal service and building long-term relationships with their clients.


Key Responsibilities
*Producing suitability reports and technical documentation for adviser approval
*Conducting research and analysis across pensions, investments, and tax planning
*Identifying missing information and liaising with advisers and administrators to obtain it
*Preparing pre-completed application and client documentation
*Supporting technical queries and acting as a knowledge point within the team
*Ensuring all work meets FCA, Consumer Duty, and internal compliance standards


What we’re looking for
*A minimum of 2 years’ paraplanning experience
*Level 4 Diploma in Financial Planning or equivalent
*Experience writing complex pension and investment suitability reports
*Good technical knowledge across pensions, investments, and tax planning
*High attention to detail and clear written communication
*Intelliflo (iO) experience beneficial but not essential


Benefits
*25 days annual leave plus bank holidays
*Life cover (4x salary) and income protection
*Health, optical, dental cover and cash plan
*Flexible working hours and paid sick leave
*Long service and enhanced family leave benefits


If you’re a paraplanner interested in discussing this opportunity, apply today!