At a Glance
- Tasks: Review client files, identify planning issues, and support junior paraplanners.
- Company: A values-led financial planning firm with a fun and inclusive culture.
- Benefits: Salary up to £55,000, hybrid working, and annual salary reviews.
- Other info: Clear progression opportunities into advisory roles and a supportive work environment.
- Why this job: Gain exposure to high-net-worth clients and complex cases without business development pressure.
- Qualifications: Proven Paraplanner experience and Level 4 Diploma in Financial Planning required.
The predicted salary is between 33000 - 77000 £ per year.
Are you an experienced Senior Paraplanner looking for your next step with a high quality, values led financial planning firm? We’re supporting a highly regarded financial planning practice in Reading seeking to appoint a technically strong, ambitious Senior Paraplanner. You’ll work closely with a Senior Adviser managing high-net-worth clients, giving you exposure to complex, interesting cases without the pressure of business development.
The firm has a genuinely inclusive, fun and supportive culture, with clear investment in professional development. For those who want it, there is a defined pathway into an advisory role through a structured transition programme.
The Role will include:
- Review client files, identify planning issues, and liaise with advisers on solutions
- Support and mentoring a junior paraplanner
- Contribute to quality control, process improvement and wider business initiatives
Salary and Benefits:
- Salary up to £55,000
- Hybrid working – 2 days office / 3 days home
- Death in Service cover
- Discretionary bonus
- Annual salary reviews
- Nice office environment
- Clear progression opportunities, including a route into advice
- Near a train station
To be considered for the role:
- Proven experience as a Paraplanner within an IFA / Financial Planning firm
- Level 4 Diploma in Financial Planning (essential)
- Strong technical knowledge across pensions, investments and protection
- Confident report writer with excellent attention to detail
Senior Paraplanner in Reading employer: Eden Rose
Join a high-quality, values-led financial planning firm in Reading that prioritises employee growth and well-being. With a supportive and inclusive culture, you will benefit from hybrid working arrangements, competitive salary, and clear pathways for professional development, including a structured transition programme into advisory roles. Enjoy the perks of a discretionary bonus, annual salary reviews, and a vibrant office environment, all while working with high-net-worth clients on complex cases.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Reading
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one we're supporting. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role requires strong expertise in pensions, investments, and protection, make sure you can discuss these topics confidently. We want you to shine!
✨Tip Number 3
Showcase your mentoring skills! If you've supported junior paraplanners before, be ready to share those experiences. Highlighting your ability to contribute to a supportive culture will resonate well with potential employers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to help you every step of the way in landing that Senior Paraplanner role.
We think you need these skills to ace Senior Paraplanner in Reading
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Senior Paraplanner role. Highlight your technical knowledge in pensions, investments, and protection, as well as any mentoring experience you've had.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for our values-led firm. Share specific examples of how you've tackled complex cases and supported junior team members in your previous roles.
Showcase Your Attention to Detail:As a paraplanner, attention to detail is key! Make sure your application is free from typos and errors. This will demonstrate your commitment to quality and professionalism right from the start.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the role!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Being able to discuss these topics confidently will show that you're the right fit for a Senior Paraplanner role.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully identified planning issues and collaborated with advisers. This will demonstrate your hands-on experience and problem-solving skills, which are crucial for this position.
✨Emphasise Teamwork
Since you'll be mentoring a junior paraplanner, highlight any previous mentoring or leadership experiences. Talk about how you’ve contributed to team success and quality control in your past roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, professional development opportunities, and the transition programme into an advisory role. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.
