Paraplanner

1 month ago

Fareham Hampshire, United Kingdom Reed Full time

Reed Specialist Recruitment are proud to be representing a highly successful and ambitious SJP firm, who are looking for a new Paraplanner to join their team and help the Advisers. The successful candidate would be employed full-time, and would be able to work on a hybrid basis (or fully remotely) from any of the following locations -

  • Whiteley (PO15)
  • Broadstone (BH18)
  • Totton (SO40)
  • Tunbridge Wels (TN3)

The generous benefit package includes the following -

  • £35-40k basic salary
  • Private medical cover via Vitality
  • Death in service cover
  • Pension matching scheme
  • Smart working
  • Educ8 - days away for team building

In return, the company are looking for someone who has -

  • 2+ years' experience in a Paraplanning role, with a strong financial services background
  • Ideally previous experience working for an SJP firm and familiarity with their existing systems (Salesforce & Voyant especially)
  • Excellent customer service, time management and prioritisation skills
  • A natural resilience allowing them to cope with a challenging role and stay calm under pressure
  • The ability to take responsibility for their own workload and use their initiative
  • A collaborative nature allowing them to build and maintain internal and external relationships

If you're interested in finding out more or applying for the role, please click the link or contact me directly at

#J-18808-Ljbffr

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