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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 Reading.
- Benefits: Earn up to £50,000 with 25 days holiday and full benefits package.
- Why this job: Elevate your Paraplanning career in a supportive and collaborative environment.
- Qualifications: 5 years experience in an IFA and Level 4 qualification required.
- Other info: Flexible working hours and professional development opportunities available.
The predicted salary is between 45000 - 50000 £ per year.
Location: Reading
Salary: Up to £50,000 (DOE)
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 are working with a boutique IFA practice based in 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 will 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)
- Flexible working hours
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 Reading employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Reading
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client relationship skills. Be ready to discuss your experience with tools like Voyant and CashCalc, as well as how you've contributed to high-quality client experiences in the past.
✨Tip Number 3
Showcase your passion for the role! When you get the chance to chat with potential employers, express your eagerness to grow within a collaborative team and how you can contribute to their success. A positive attitude goes a long way!
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find the right opportunities and connect with firms looking for skilled Paraplanners. Plus, it shows you're serious about landing that dream job!
We think you need these skills to ace Paraplanner in Reading
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 align with 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 Voyant and CashCalc, make sure to mention your proficiency with these platforms. If you've got experience with Intelligent Office (IO), don't forget to highlight that too!
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’re considered for this fantastic opportunity. We can't wait to hear from you!
How to prepare for a job interview at Heat Recruitment
✨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 interested in the role.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations or challenges in paraplanning. Think of examples from your past experience where you've successfully navigated complex cases or improved processes. This will demonstrate your problem-solving skills and ability to contribute to the team.
✨Show Your Team Spirit
Since this role involves working closely with advisers and contributing to a collaborative environment, be prepared to discuss how you work within a team. Share examples of how you've supported colleagues in the past and how you can bring that same energy to their high-performing team.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's culture, growth opportunities, or their approach to client relationships. This shows that you're not only interested in the position but also in how you can fit into and grow with their team.
