Paraplanner - #2189808

This is an excellent opportunity for an experienced Paraplanner who wants to work with high quality clients, supportive advisers and a business that genuinely invests in professional development.

Many paraplanners find themselves spending too much time chasing information, dealing with inconsistent processes or working in environments where support is stretched.

This role offers something different. You'll join a well-resourced financial planning business with an established support structure, clear workflows and the backing needed to focus on producing quality technical work.

You'll work closely with experienced advisers, supporting clients across pensions, investments and retirement planning, while benefiting from a collaborative culture that encourages professional growth and long term career development.

About the firm

Our client is a well-established wealth management and financial planning business with a strong reputation for delivering high quality advice and client service.

The business continues to grow and is investing in its people, creating opportunities for experienced paraplanners who want to develop their careers within a supportive and forward-thinking environment.

You'll be joining a team where collaboration is encouraged, technical expertise is valued and progression opportunities are available for those looking to continue developing their skills and responsibilities over time.

What you'll do

• Work closely with Financial Planners to provide technical research and analysis
• Prepare high quality suitability reports and recommendation documentation
• Support the development of holistic financial planning solutions for clients
• Undertake pension, investment and protection research
• Assist with cashflow modelling and financial planning analysis
• Ensure client recommendations are accurate, compliant and delivered to a high standard
• Liaise with advisers and support staff to ensure a seamless client experience

What you'll need

• Previous experience as a Paraplanner within a Financial Planning or Wealth Management environment
• Level 4 Diploma qualified
• Strong knowledge of pensions, investments and wider financial planning concepts
• Experience preparing suitability reports and technical research

Benefits

• Competitive salary and bonus opportunity
• Hybrid working and flexibility
• Generous holiday allowance
• Enhanced pension provision
• Comprehensive health and wellbeing benefits
• Life assurance and income protection
• Support for ongoing professional qualifications and development
• Access to a wide range of additional lifestyle and employee benefits

If you're interested, please click Apply now or reach out to Ross Altan at Reed.

Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.