Paraplanner - £40k - £50k, 10% Bonus and Full

1 day ago


Wokingham, United Kingdom Financial Divisions Full time

Are you a Paraplanner with an extensive background in private client wealth management supporting Financial Advisers on clients’ financial affairs?
My client are a wealth planning practice in Wokingham. My client gives whole of market advice to HNW private clients who are retirees and local families. A large proportion of the advice they are giving is across Pensions, Investments, Estate Planning & IHTplanning. Their highest net worth clients do get involved more complex products and wealth structuring.
You will be working directly under a highly experienced adviser and you will attend client meetings with the Advisers. You will be looking to stay paraplanning for a few years and later down the line there is a possibility to be an adviser.
This role will be suitable for a Paraplanner who is on their way to their level 4 diploma qualification or has already obtained it. Full study and training will be given if you are undertaking your exams.
- £40k - £50k basic salary + 10% bonus
- Full study support towards chartered status
- Office based role (with some work from home options)
- Benefits: pension, death in service cover, medical cash plan

If you are working within a Private Client Wealth Management role, providing holistic paraplanning support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on please get in touch.



  • Wokingham, United Kingdom Financial Divisions Full time

    My client are a wealth planning practice in Wokingham. My client gives whole of market advice to HNW private clients who are retirees and local families. A large proportion of the advice they are giving is across Pensions, Investments, Estate Planning &IHT planning. Their highest net worth clients do get involved more complex products and wealth structuring....


  • Wokingham, United Kingdom Financial Divisions Full time

    **plus bonus, study support and competitive benefits package** In these uncertain times, are you looking for a very well-established firm that can offer genuine job stability and career prospects? Then read on. We have been working with this client for the last 5 years and have successfully placed a large number of people with them, who have flourished and...

  • Paraplanner

    7 days ago


    Wokingham, United Kingdom Dovetail Human Resource Services Full time

    * Paraplanning - Level 4 Diploma in Financial Planning or equivalent - Financial Services Job Role: Paraplanner (Level 4 or Chartered) Location: Wokingham Office based, Permanent, Full time **Salary**: £40-55k Depending on Qualification level As the Paraplanner for this growing Financial planning organisation you will benefit from working for a company who...

  • Project Manager

    2 weeks ago


    Wokingham, Wokingham, United Kingdom Carpet Roles UK Autumn 2025 Full time £40,000 - £50,000 per year

    Carpet Roles UK are delighted to offer an opportunity to join our clients, a leading Commercial Flooring Contractor in their hunt for a Key Person to run Projects on their behalf in the Berkshire area.The Company:Our Clients are a significant player in the contract and commercial flooring sector in the South of England who deal with a wide portfolio of...


  • Wokingham, United Kingdom Randstad Construction and Property Full time

    A leading construction recruitment agency is looking for an experienced Site Manager to oversee luxury residential developments in Wokingham. The role requires exceptional skills in managing site operations, quality control, and trade management. Candidates should have a strong track record in site management with UK certifications. This permanent position...


  • Wokingham, United Kingdom Walfinch Wokingham and Reading Full time

    We provide care for a range of specialist conditions to enable elderly and vulnerable people to continue living independently at home. Are you looking for a NEW opportunity where you can have a positive impact on someone’s life? Walfinch Reading & Wokingham home care service delivers many types of care, including elderly care, home health care, personal...

  • ifa

    5 days ago


    Wokingham, Wokingham, United Kingdom Eden Rose Full time £65,000 - £95,000 per year

    IFA / Financial PlannerSalary:£65,000 – £95,000 (DOE)Location:Reading, Berkshire (Hybrid after probation)Job Type:Full-time, PermanentStart Date:FlexibleAre you an experienced Independent Financial Adviser or Financial Planner looking to join a high-calibre, fully independent financial planning firm? We're working with a boutique IFA practice based in...


  • Wokingham, United Kingdom Concept Resources Full time

    A global facilities management company is seeking a Part-Time Cleaner for a High Street Bank in Wokingham. The responsibilities include hoovering, touch point cleaning, surface disinfecting, floor cleaning, and maintaining toilets and breakout areas. Full training will be provided, with working hours totaling 10 hours per week. Applicants need to have a DBS...


  • Wokingham, United Kingdom Randstad Construction and Property Full time

    Randstad UK CPE Team is looking to onboard an experienced Site Manager to support a new residential site of 10 plus plots in Wokingham. Job Title: Site Manager Location: Wokingham, Berkshire to start with and be able to travel to Multiple Sites Salary: £55,000 - £70,000 per annum Benefits: Company Car/Allowance, Pension Scheme, Private Healthcare,...


  • Wokingham, United Kingdom Macstaff Full time

    You will like Electronics systems design & project engineering from Wokingham office near Reading for embedded computing division of an innovative engineering technology company renowned for solving challenging problems for blue-chip clients in the renewable energy, security, medical, transportation, aerospace and defence industries. You will like The...