Paraplanner

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!