Financial Services Professional

2 weeks ago

Wellington, Telford and Wrekin, United Kingdom Reed Full time
Paraplanner Role at Reed Financial Services

We are seeking an experienced Paraplanner to join our team at Reed Financial Services, a well-regarded IFA with offices in the southwest. As a Paraplanner, you will play a crucial role in supporting our advisers in delivering exceptional client service.

Key Responsibilities
  • Receive instructions from advisers following client meetings and interpret data obtained during these meetings.
  • Analyse data and use research tools to provide solutions that meet client needs and objectives.
  • Provide records to support research undertaken and liaise with the Head of Technical/Compliance when guidance is required.
  • Consolidate client needs and objectives, along with recommendations and course of action, in a written format via a suitability letter, client-specific illustration, and key features document.
  • Load cases onto relevant platforms in a suitable manner and fully debrief administrators and consultants along the way.
  • Carry out all tasks in a manner consistent with compliance procedures and company processes.
  • Ensure all client files are compliant on an ongoing basis and refer significant risk issues to the Head of Compliance where appropriate.
  • Make a constructive contribution to the continuing development of the team and business, and proactively enhance industry knowledge through external and internal sources.
Requirements
  • Paraplanner experience plus a Level 4 Diploma in Financial Services and working towards a Level 6 Advanced Diploma.
  • Demonstrate practical awareness and up-to-date knowledge of retail financial products and current regulatory expectations.
  • Analytical skills with a keen attention to detail, excellent organisational and time management skills, and the ability to work under pressure and prioritise.
  • Deliver effective and positive communication, and demonstrate competent use of IT.
What We Offer
  • Salary £35-45k depending on experience and qualifications.
  • 3% pension contribution.
  • 2 x death in service.
  • 25 days holiday plus bank holidays.
  • Professional exam support.

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