Paraplanner in Reading

Paraplanner in Reading

Reading Full-Time No home office possible
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About The Role

At Cooper Parry Wealth we want to be the best. We’re a mould‑breaking, bold decision‑making, award‑taking team and we want you to join us. The wealth management industry loves talking about the latest products that will make people rich. But we’ve flipped the traditional model on its head. We realised it’s broken and ineffective, so we made the bold decision to do things differently and to be the best at what we do. This is your chance to be part of one of the most successful financial‑planning firms in the UK. As a Paraplanner you’ll be a key player in servicing our existing clients, working behind the scenes to ensure everything flows seamlessly. You’ll work alongside our Relationship Managers producing high‑quality annual preparation and accurate, compliant reports.

Day‑to‑Day Responsibilities

  • Provide a high level of technical support to Relationship Managers
  • Complete the preparation for client annual meetings
  • Complete an accurate and comprehensive analysis of client’s financial position
  • Creating cash‑flow modelling using Voyant Go
  • Construct the advice underpinning each financial plan
  • Responsible for the quality, accuracy and compliance of reports and advice
  • Correctly carry out complex calculations such as inheritance tax, carry‑forward and tapered pension contributions

About You

At Cooper Parry, we’re in it together. All we ask of our people is that they play all in. You’ll continuously strive to keep learning, whether you’re a trainee or a Partner, and you’ll be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. A simple notion, but an irreplaceable part of what makes CP, CP.

Qualifications

  • Experience working as a paraplanner
  • Experience in writing full financial plans
  • A true understanding of holistic financial planning
  • Have worked with high net worth clients
  • Strong technical knowledge and the ability to simplify the complex
  • Well‑developed analytical skills and a high level of attention to detail
  • Top‑notch organisational skills and ability to prioritise your workload
  • Ability to juggle many tasks comfortably and deliver work within agreed timescales
  • The Diploma in Regulated Financial Planning
  • Working towards the Chartered or Certified Financial Planner qualification (desirable)

About Us

Cooper Parry Wealth is a mould‑breaking, bold decision‑making, award‑taking team that has flipped the traditional wealth‑management model on its head. We’ve combined a melting pot of backgrounds, skill sets and generations. We’re renowned for being an incredible place to work, learn and grow in an environment where our people are happy, engaged and playing to their strengths every day.

Recent Achievements

  • New Model Advisors Top 100 firm in the UK
  • Became B Corp Certified in 2023, measuring and improving our impact beyond business for a brighter tomorrow
  • No. 30 Best Large Company to Work For in the UK & achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience

What’s in it for you?

Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results.

We Offer

  • A flexible approach to work – balancing working from home, in office or with clients
  • Support with career growth and qualifications
  • A generous holiday entitlement
  • An enhanced parental leave policy
  • An enhanced pension scheme
  • No dress code – just wear something!
  • A multi‑award‑winning wellbeing offering to support your physical, mental, spiritual and financial health
  • Volunteering opportunities to work closer with local communities and charities
  • Cooper Parry social/sports clubs

Equal Opportunities

Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best. Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.

Agency Statement

For the attention of agencies – unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.

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Contact Detail:

Cooper Parry Recruiting Team

Paraplanner in Reading
Cooper Parry
Location: Reading
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