Paraplanning Specialist

We are seeking a highly skilled and motivated Paraplanning Specialist to join our team at Reed. As a key member of our financial services team, you will play a critical role in supporting our advisers and delivering exceptional service to our clients.

• Client Interaction: Provide exceptional client service by addressing queries and concerns in a timely and professional manner.
• Meeting Preparation: Assist advisers in preparing for client meetings by anticipating client needs and gathering relevant information.
• Service Excellence: Uphold high service standards by ensuring all client interactions are professional, courteous, and responsive.

• Diploma in Financial Planning: Commitment to completing this qualification within a reasonable timeframe.
• Workload Management: Ability to prioritize, multitask, and manage your workload efficiently in a fast-paced environment.
• Team Player: Capable of working independently and as part of a team, even under pressure.
• IT Skills: Proficiency in IT and willingness to learn relevant back-office systems.
• Regulatory Knowledge: Understanding of FCA principles, Consumer Duty, Data Protection Act 2018, and GDPR 2018.

• Professional Growth: Opportunities for continuous learning and development in a dynamic and supportive environment.
• Supportive Environment: Work with a team that values collaboration, excellence, and client satisfaction.
• Impactful Work: Make a difference by helping clients achieve their financial goals and objectives.