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Paraplanner

3 months ago


Bognor Regis, United Kingdom Reed Full time

Reed Specialist Recruitment are pleased to be representing a firm of specialist, Independent Wealth Managers who are looking for a new Paraplanner to join their team, due to growth and increasing business levels. 

Based in Chichester, this is a well-established firm who's AUM have now passed £700m. The firm pride themselves on making a positive impact to their client's lives, and are looking for a Paraplanner who buys in to this ethos. 

The successful candidate will ideally be experienced in whole of market paraplanning, having spent at least 2 years writing reports. A Level 4 Diploma in Regulated Financial Planning would be advantageous but not essential, as your technical product knowledge and research skills are more important for this role. The firm would also be very interested in speaking to Paraplanners who have previous experience checking other people’s reports for errors/improvements before they are signed off.  

In return, the firm are able to offer the following - 

  • A competitive basic salary of between £30-40,000 depending on experience
  • Additional holiday around the festive period without having to use existing allowance.
  • Financial and study support towards the Level 4 Diploma and other relevant industry qualifications
  • Hybrid working after successful probationary period (3 months)
  • Professional development – this would be a great opportunity for someone looking to become an Adviser, or build a career within Paraplanning
  • Staff socials and other incentives – this year the office are going on an all expenses trip to Mallorca to celebrate recent successes

If you're interested in this position, please apply using the link or contact me directly at