Average Paraplanner salary in Bracknell

Our client a very well established wealth manager are now looking for technically proficient Paraplanner to join the business . This is a superb IFA Paraplanner opportunity within one of the most friendly and growing practices.Key Responsibilities:Assisting a high producing IFA Principal.Dealing with Wealthy private clients portfolio's.Attend client meetings and record comprehensive notesDraft detailed, compliant suitability reportsConduct product and investment researchBuild cashflow models and support complex planningLiaise with providers and manage review prepPlay a key role in ensuring a seamless client journeyAbout You:Level 4 Diploma qualified (Experience in a Paraplanning role within an IFAStrong technical skills and attention to detailIT Skills Fully competent in all the major desktop applications (proficient in Microsoft Word, Excel and Outlook etc).Previous experience using report writing software is a distinct advantage.Previous experience of all the main Platforms and IO will be advantageousThe role is offered on a full time basis and 5 days in the office.

ParaplannerSalary: Up to £50,000 (DOE)Location: Reading, Berkshire (Office-based)Job Type: Full-time, PermanentStart Date: Flexible (can wait until 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 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 researchSupport advisers with client meeting preparation and follow-upConduct cashflow modelling using tools such as Voyant and CashCalcMaintain accurate client records using Intelligent Office (IO)Liaise with providers and clients to ensure smooth case progressionContribute to the development of internal processes and best practicesAbout You:Minimum 5 years’ experience in a Paraplanning role within an IFA firmDiploma Level 4 qualified (Chartered status preferred but not essential)Proficient with IO, CashCalc, Voyant, Octopus, Aviva, and other key platformsProfessional, detail-oriented, and committed to delivering a solicitor-level client experienceEager to grow within a collaborative and ambitious teamWhat’s on Offer:Competitive salary up to £50,00025 days holiday + bank holidaysFull 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 – £45,000–£50,000 + Excellent Benefits (Reading, Office-Based) A growing independent financial planning firm in Winnersh Triangle, Reading is seeking an experienced Paraplanner to join its supportive, people-focused team. Package at a glance: Salary: £45,000–£50,000 (pro-rata for part time)Hours: Full-time (37.5 hrs) or part-time (20/25/30 hrs)Location: 100% office-based, flexible shift patternsBenefits: 25 days holiday + BH, life cover (4x), income protection, health/dental/optical cover, cash plan, paid sick leave, long-service holiday, enhanced maternity/paternity after 5 years About the Opportunity The firm specialises in pensions, retirement planning and intergenerational wealth, delivering high-quality, relationship-driven financial advice. The Paraplanner will play a central role in preparing suitability reports, developing financial solutions, and supporting Advisers to deliver outstanding client outcomes in line with FCA Consumer Duty. Key Responsibilities Produce high-quality suitability reports (multi-pension, investment, and review).Maintain accurate client records, gather data, and prepare applications and documentation.Identify planning opportunities and complete relevant technical analysis, including tax calculations.Collaborate closely with Advisers and Administrators to progress client cases efficiently.Mentor less experienced paraplanners as part of the team’s growth.Support occasional client queries and liaise with product providers when required.Contribute to a strong, collaborative team culture. Skills & Experience Minimum 5 years’ paraplanning experience.Level 4 Diploma in Financial Planning (or equivalent).Strong technical knowledge and familiarity with Consumer Duty.Excellent written communication, attention to detail, and organisational skills.Competent in major desktop applications and report-writing software (IO/platform experience advantageous).A proactive, collaborative and client-focused approach. Why Join? The firm offers a genuinely supportive environment where personal growth, wellbeing and long-term development are prioritised. Team members are encouraged, coached and invested in — professionally and personally.