Job Summary:

We are seeking a highly skilled Senior Paraplanner to join our team at Reed. As a Senior Paraplanner, you will play a key role in providing technical support and ensuring the delivery of high-quality financial planning services to our clients.

Key Responsibilities:

• Provide technical support to financial planners and other team members to ensure the delivery of high-quality financial planning services.
• Conduct research and analysis to identify suitable investment solutions for clients.
• Prepare and present written reports and recommendations to clients and internal stakeholders.
• Develop and maintain strong relationships with clients and internal stakeholders to ensure excellent customer service.
• Stay up-to-date with industry developments and regulatory changes to ensure compliance with relevant laws and regulations.

Requirements:

• Minimum of 3 years' experience in paraplanning or a related field.
• Chartered status or Diploma Level 4 qualification in paraplanning or a related field.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.

Benefits:

• A competitive salary and benefits package.
• Opportunities for professional development and career advancement.
• A dynamic and supportive work environment.
• Access to industry-leading training and development programs.

About Us:

We are a leading recruitment agency specializing in financial services recruitment. We are committed to delivering exceptional service to our clients and candidates, and we are proud of our reputation for excellence in the industry.