Paraplanner - Financial Services

1 week ago


Buxton, Derbyshire, United Kingdom Reed Full time

Job Title: Paraplanner

Salary: £32,000 - £42,000

Location: Hybrid

Reed Financial Services is seeking a skilled Paraplanner to join their team in a well-established IFA firm. This opportunity combines the personal touch of traditional financial advisory services with a modern, technology-driven support model.

This role is hybrid with up to 3 days working from home

Key Responsibilities:

  • Work closely with a team of experienced administrators, paraplanners, and advisors to provide detailed financial planning support.
  • Learn and apply the firm's methods and practices to ensure high-quality service.
  • Engage in role progression with encouragement and full training support to meet objectives.
  • Prepare written advice and provide technical research services to a high standard.
  • Ensure that all regulatory and compliance standards are met.

Requirements:

  • Financial services qualifications preferred.
  • Proactive and self-motivated with a keen eye for detail.
  • Excellent communication skills, both written and verbal.
  • Strong Whole of Market knowledge.
  • Proficient in report writing.

Benefits:

  • Competitive salary based on experience and qualifications.
  • Flexible working arrangements.
  • Opportunities for career growth and professional development.
  • Collaborative and supportive team environment.
  • Contributory pension scheme.
  • Group Private Medical cover.


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