Paraplanner

🚀 Paraplanner – Future Adviser Potential

📍 Hybrid | Reading, Berkshire

💸 £48,000 – £55,000 + performance-based uplifts

Are you ready for a paraplanning role that actually moves your career forward?

Whether you're looking to deepen your technical work, get more client-facing, or step into a future Adviser position — this independent financial planning firm has the platform, people, and long-term vision to help you grow.

🔎 Why this firm?

✅ 20+ years of success with HNW clients across the South East

✅ A truly holistic planning approach — no sales culture, no pressure

✅ Loyal client base, deep relationships, multigenerational planning

✅ A warm, supportive, and ambitious team culture

✅ Clear development path — into advice or senior technical leadership

👇 What you'll be doing:

• Partnering closely with 3 experienced Financial Advisers
• Attending client meetings and building strong relationships
• Producing in-depth suitability reports (pensions, investments, estate planning)
• Working on complex cases: IHT mitigation, tax optimisation, cashflow modelling
• Mentoring junior team members
• Helping to refine and improve advice processes

✅ What you’ll bring:

• Paraplanning experience in private client wealth management
• Level 4 Diploma as a minimum (Chartered a strong plus)
• Confident, client-facing communication style
• Collaborative mindset and a drive for continuous improvement
• Ambition — whether that's moving into advice or excelling technically

🎯 The Offer:

💷 £48,000 – £55,000 DOE

📈 Performance-based salary uplifts

🏠 Hybrid working from a Reading, Berkshire HQ

📚 Adviser pathway available (but not essential)

🤝 Direct exposure to high-value, complex clients

🌟 A long-term home for your career in financial planning

👋 Sound like you?

Let’s have a confidential chat.

📩 Contact Ryan at Financial Divisions

✉️ ryan@financialdivisions.co.uk