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- Tasks: Prepare detailed reports and support advisers in delivering bespoke financial solutions.
- Company: Join a high-performing, independent financial planning firm in Winnersh.
- Benefits: Competitive salary, 25 days holiday, full benefits package, and CPD support.
- Why this job: Elevate your Paraplanning career in a collaborative and ambitious team.
- Qualifications: Level 4 qualified with 5 years’ experience in an IFA environment.
- Other info: Opportunity for professional growth and development in a supportive setting.
The predicted salary is between 36000 - 60000 £ per year.
Job Type: Full-time, Permanent
Start Date: Flexible (can wait until early next year for the right candidate)
Are you an experienced Paraplanner looking to join a high-performing, fully independent financial planning firm? We’re working with a boutique IFA practice based in Winnersh, Reading, seeking a skilled and motivated Paraplanner to support their growing team.
The Opportunity:
This is a fantastic opportunity for a Level 4 qualified (or Chartered) Paraplanner with at least 5 years’ experience in an IFA environment. You’ll work closely with two experienced advisers, including one with over 25 years in the industry, supporting high-quality client relationships and contributing to the delivery of bespoke financial planning solutions.
Key Responsibilities:
- Prepare detailed suitability reports and technical research
- Support advisers with client meeting preparation and follow-up
- Conduct cashflow modelling using tools such as Voyant and CashCalc
- Maintain accurate client records using Intelligent Office (IO)
- Liaise with providers and clients to ensure smooth case progression
- Contribute to the development of internal processes and best practices
About You:
- Minimum 5 years’ experience in a Paraplanning role within an IFA firm
- Diploma Level 4 qualified (Chartered status preferred but not essential)
- Proficient with IO, CashCalc, Voyant, Octopus, Aviva, and other key platforms
- Professional, detail-oriented, and committed to delivering a solicitor-level client experience
- Eager to grow within a collaborative and ambitious team
What’s on Offer:
- Competitive salary up to £50,000
- 25 days holiday + bank holidays
- Full benefits package (pension, life cover, dental, healthcare – full details on company website)
- Full CPD, exam support, and training after 6-month probation (reimbursement available if self-funded before)
If you’re ready to take your Paraplanning career to the next level in a supportive and professional environment, we’d love to hear from you.
Paraplanner in Winnersh employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Winnersh
✨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 boutique firms. A personal recommendation can go a long way in landing that Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client relationship skills. Be ready to discuss how you've contributed to bespoke financial planning solutions in your previous roles. Show them you’re the perfect fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the position. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Check out our website for the latest job openings and apply directly through us. We’re here to help you find the right fit, and applying through our platform can streamline the process for you!
We think you need these skills to ace Paraplanner in Winnersh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 qualifications and relevant experience in an IFA environment. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your experience and how you can contribute to our high-quality client relationships.
Showcase Your Technical Skills: Since we use tools like Intelligent Office, CashCalc, and Voyant, make sure to mention your proficiency with these platforms. We love seeing candidates who are tech-savvy and ready to hit the ground running!
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 from our team!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and paraplanning. Be ready to discuss your experience with tools like Voyant and CashCalc, as well as your familiarity with Intelligent Office. This will show that you're not just qualified but also genuinely engaged with the role.
✨Prepare for Scenario Questions
Expect questions that ask you to demonstrate how you've handled specific situations in your previous roles. Think about times when you prepared detailed suitability reports or supported advisers in client meetings. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Show Your Team Spirit
This role is all about collaboration, so be prepared to talk about how you work within a team. Share examples of how you've contributed to internal processes or supported colleagues in achieving their goals. Highlighting your commitment to a high-quality client experience will resonate well with the interviewers.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and its culture. Inquire about their approach to professional development or how they foster collaboration within the team. This not only demonstrates your enthusiasm but also helps you gauge if the firm is the right fit for you.
