Job Summary:

We are seeking a highly skilled Senior Paraplanner to join our team at Reed. As a Senior Paraplanner, you will be responsible for providing high-quality technical support and ensuring a good standard of literacy, written grammar, and numeracy.

Key Responsibilities:

• Provision of technical support to financial planners and other stakeholders
• Writing bespoke and compliant suitability reports
• Preparing client portfolio review analysis
• Reviewing letters and overseeing the implementation of investments
• Cash flow modelling and attendance at client meetings
• Liaising with team administrators to ensure general client administration is kept up to date

Requirements:

• Minimum of 3 years' background in paraplanning, ideally at chartered level or diploma level 4 qualified
• Strong background in a similar environment as a paraplanner
• Outgoing and aspirational personality
• Good communication skills and working knowledge of the financial services industry
• Computer literate with the ability to use Microsoft Office, including Excel and Word

Benefits:

• A company pension scheme with 5% employer contribution
• 4 x death in service life cover
• Employee lifestyle benefit scheme
• Salary sacrifice electric car scheme
• A health cash plan provided by Westfield Health
• Entitled to join our group PMI scheme with Vitality at a discounted rate
• 25 days holiday per annum plus bank holiday

About the Company:

Our company is a well-respected firm in the financial services industry, offering a fantastic opportunity for the right candidate to progress their career.