Paraplanner (Part or fully qualified considered)

Based, Earley

Salary between £35,000 and £45,000 DOE + bonus


Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.

Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?


Then we have the role for you…

The role/company:

Our client is a boutique, chartered independent wealth planning company based on the

outskirts of Earley in a gorgeous, converted barn with ample free parking.

They are now looking for a Paraplanner to join their team of 15. There are currently 5

Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.

Who this role would suit….

  • A Diploma qualified Paraplanner – or working towards
  • Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
  • Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.


Additional information/Benefits:

The Hours are 9am-5pm

Salary between £35,000 and £45,000 DOE + discretionary bonus

Pension – 6% employer contribution

Holiday – 25 days + BH


If you are looking for a role where you will be a key member of the team and be part of a boutique, Chartered firm, then please apply.