Paraplanner

Paraplanner - Reading RegionSalary: £40,000Location: Reading RegionJob Type: Full-Time Monday - Friday, 9am - 5:30pmAn exciting opportunity has arisen for an experienced Paraplanner to join a well-established and growing financial planning business in the Reading area.This role is ideal for a technically strong and detail-oriented individual who enjoys supporting advisers in delivering high-quality financial advice. You''ll work closely with advisers and wider support teams, helping to manage client cases from research through to recommendation and implementation.The RoleAs a Paraplanner, you will provide technical support to advisers, prepare suitability reports, conduct research, and assist in delivering tailored financial planning solutions for clients.You''ll be joining a collaborative and professional environment where teamwork, client service, and technical excellence are highly valued.Key ResponsibilitiesSupporting financial advisers with technical research and analysisPreparing high-quality suitability reports and recommendationsBuilding and maintaining cashflow modelsAssisting with complex financial planning queries and calculationsAttending client meetings where required and documenting outcomesManaging client requests including withdrawals, contributions, and policy amendmentsMaintaining accurate client and compliance recordsProcessing new business and supporting ongoing case managementLiaising with clients, providers, and internal stakeholders professionally and ..... full job details .....