Reed
Paraplanner – Wealth Management
Hybrid Working
£35,000 – £45,000 (DOE)
The Company
A well-established and growing wealth management firm is seeking an experienced Paraplanner to join its collaborative and highly professional team.
The business provides tailored financial planning and investment advice to a wide-ranging client base, with a strong focus on long-term relationships and high-quality service.
The Role
This is a key position supporting Financial Planners in delivering compliant, accurate, and client-focused advice.
The role is predominantly office-based, offering strong team interaction and development opportunities.
Key Responsibilities
- Prepare detailed and compliant suitability reports
- Conduct technical research to support financial planning recommendations
- Analyse client fact finds and identify suitable solutions
- Support investment and pension planning strategies
- Undertake client portfolio reviews
- Carry out cashflow modelling
- Liaise with product providers and internal teams
- Respond to client and adviser queries effectively
- Ensure all work meets FCA and regulatory requirements
Requirements
- Previous experience as a Paraplanner within financial planning/wealth management
- Strong knowledge of pensions, investments, and financial products
- Experience producing suitability reports
- Good understanding of FCA regulations and compliance
- Working towards or holding Diploma in Financial Planning (preferred)
- Strong analytical and organisational skills
Benefits
- Competitive salary package
- Hybrid working
- Supportive team environment
- Ongoing professional development and study support
- Opportunity to work on complex and varied cases
To apply for this job please visit www.reed.co.uk.
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