Average Paraplanner salary in Reading

ParaplannerBracknellHybrid working (2 days in office)Up to £45,000++This opportunity would suit an experienced, Level 4 qualified Paraplanner who wants to be involved in genuine paraplanning work, not just report writing.If you enjoy technical research, cashflow planning, analysis, and working closely with advisers to help shape recommendations, this role offers the chance to be part of a well established advisory firm where paraplanners are valued for more than simply processing work.The business is looking for a dedicated individual to join their Liverpool team. Alongside a salary of up to £45,000++, they offer valuable share options, strong long term progression, and a working environment where paraplanners can broaden their experience across different advisers and cases..The BusinessThis is a directly authorised, independent financial advisory firm that has been established for over 10 years, with office hubs across the UK.Founded by a highly successful figure within the industry, the business has continued to grow and is well regarded for its commitment to client service, staff development, and building a strong long term team. They invest heavily in their people and have created an environment where individuals can develop their knowledge, progress in their careers, and play a meaningful role in client outcomes.The RoleWorking as a Paraplanner within this business, you will support advisers across a wide range of advice cases, helping to deliver high quality client outcomes.This is not a role where you simply take instructions and produce reports. Paraplanners here are genuinely involved in the advice process. You will work collaboratively with advisers to carry out technical research, analyse solutions, prepare cashflow plans, and contribute towards the recommendations being made.The paraplanning function operates on a pooled basis, which means you will gain exposure to different advisers, a variety of case types, and a more balanced workflow.For those who are interested in becoming a Financial Adviser in the future, this is also a business where that route can be possible. A number of paraplanners have successfully progressed into adviser positions over time.The BenefitsSalary of up to £45,000++ depending on experience25 days holiday plus bank holidays, plus your birthday offHybrid working with 2 days in the office and the remainder from homeAnnual discretionary bonus of up to 10%Valuable share options for employeesFlexible working hours, for example 9am to 5:30pm or 8am to 4:30pmLife assuranceIncome protectionApplyingTo find out more about this opportunity, simply apply here.One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.

Where Expertise Meets Purpose – Join a Chartered Wealth Management Firm with £1.2M+ AUM per Client averageAre you a qualified Paraplanner ready to elevate your career by working one-on-one with a Chartered Financial Adviser on high-value, technically complex portfolios? This is your opportunity to become a key player in a boutique, high-performing firm serving discerning high-net-worth (HNW) clients in London. We’re a Chartered Financial Planning firm known for personalised, holistic wealth strategies—not volume-driven advice.ResponsibilitiesIn this role, your technical acumen will directly shape the outcomes of affluent professionals and business owners. Key responsibilities include:Crafting bespoke financial planning reports and suitability lettersConducting in-depth technical research across pensions, tax planning, IHT, investments, and protectionBuilding detailed lifetime cashflow modelling (e.g., Voyant or CashCalc)Attending client meetings alongside a Chartered Adviser to offer real-time supportEnsuring regulatory compliance and excellence in documentation (FCA standards)Playing an integral role in complex strategy formulation for HNW clientsRequirementsWe’re looking for an experienced, motivated professional who thrives in an intellectually stimulating and detail-oriented environment.Essential:Level 4 Diploma in Regulated Financial Planning (CII or equivalent)Proven experience in a Paraplanner role supporting Financial AdvisersExposure to high-net-worth or complex financial planning environmentsStrong technical knowledge across pensions, ISAs, IHT, trusts, and tax-efficient investingAdvanced report writing and analytical skillsComfortable working in a hybrid environment (3 days in-office, 2 from home)Desirable:Working towards Chartered Financial Planner statusExperience using financial planning tools (e.g., Voyant, FE Analytics, Intelligent Office)BenefitsYour expertise will be rewarded with a generous and thoughtful benefits package that reflects the high-value nature of the work:Competitive base salary: up to £60,000 (DOE)25 days annual leave plus bank holidaysCompany pension with National Insurance advantage (4%)Death in service cover (up to £200,000)Private medical cover (CashPlan scheme)Full study support toward Chartered or further professional qualificationsHybrid working model to support your work-life balanceLocation & Work TypeHybrid: 3 days in our Marlow office, 2 days remote workingClient base: London-based professionals and executivesFull-time | PermanentHow to ApplyIf you’re a proactive Paraplanner ready to move beyond routine into a role that combines complexity, collaboration, and career development – apply today. Your next step could be the one that defines your career.

ParaplannerRemote (United Kingdom)Salary up to £60,000 + This opportunity would suit an experienced Paraplanner who wants to work remotely, be trusted to manage their own workload, and be part of a business where paraplanning is genuinely valued.If you enjoy technical research, analysis, report writing, and supporting good quality client outcomes, this role offers the chance to join an independent financial planning business where paraplanners play an important part in the advice process.The business is looking for someone experienced, reliable and confident enough to work independently. This is a role for someone who can take ownership of their work, communicate well with advisers and administrators, and crack on without needing to be micromanaged.Alongside a salary in the £60,000s, this role offers remote working and the chance to join a business that places real importance on technical expertise, attention to detail and clear client recommendations.The BusinessThis is an independent financial planning business that provides advice across areas such as pensions, investments, tax planning, protection, mortgages and wider wealth management.The business has a strong focus on personalised service, technical expertise and helping clients make informed financial decisions. Their approach is built around simplifying complex financial matters, providing clear guidance, and delivering advice that is tailored to each client’s circumstances.Paraplanning is treated as a central part of the service proposition. Reports and recommendations are prepared by paraplanners who are independent of the adviser team, which gives the role real importance within the advice process.They are now looking to add an experienced Paraplanner who can work remotely, manage their own workload and produce accurate, well considered work to deadlines.The RoleWorking as a Paraplanner, you will support advisers across a range of financial planning cases, helping to deliver clear, suitable and well researched recommendations for clients.The role will involve carrying out technical research, analysing client circumstances, reviewing solutions, preparing suitability reports and ensuring recommendations are clearly documented.This is not a role where the business wants to constantly check over your shoulder. They are looking for someone who is experienced enough to understand what needs to be done, ask sensible questions where needed, and then get on with producing good quality work.You will need to be organised, accurate and comfortable working remotely. The business wants someone who takes pride in their work, understands the importance of deadlines, and can be trusted to manage cases properly.The BenefitsSalary in the £60,000sRemote workingFurther details provided upon applicationApplyingTo find out more about this opportunity, simply apply here.One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.