Financial Services Professional

3 days ago


Newton Abbot, Devon, 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/Head of Compliance when guidance is required.
  • Consolidate client needs and objectives, together 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 the administrator and consultant.
  • 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.
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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