Paraplanner

Are you an experienced Paraplanner looking to take the next step in your career with a highly regarded, client-focused financial planning firm?

We're working exclusively with a well-established Chartered IFA practice in Newbury that prides itself on delivering holistic, bespoke financial advice to a loyal client base.

As a Paraplanner, you'll play a key role in supporting the firm's Advisers by providing high-quality technical research, analysis, and report writing.

You'll work collaboratively within a friendly and professional team where development and progression are genuinely encouraged.

Key Responsibilities:

• Prepare detailed suitability reports across pensions, investments, protection, and IHT planning.
• Conduct in-depth research and analysis of financial products and strategies.
• Liaise with Advisers to clarify client objectives and produce compliant recommendations.
• Maintain accurate client records and ensure compliance with FCA regulations.
• Support the ongoing review process and contribute to continuous improvement within the team.

• Previous experience as a Paraplanner within an IFA or wealth management environment.
• Working towards or holding Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
• Strong technical knowledge of pensions, investments, and tax planning.
• Excellent attention to detail, analytical skills, and a proactive approach.
• Confident communicator who enjoys being part of a supportive team.

• Salary: £45,000 - £55,000 (depending on experience)
• Hybrid working - flexibility to split time between home and the Newbury office.
• Full study support for further qualifications (Chartered status encouraged).
• Generous holiday allowance, pension contribution, and discretionary bonus.