Reed
Paraplanner
Location: Edgbaston
Salary: Up to £38,000 (depending on experience)
Type: Full-time, permanent
About the Role
An established and forward-thinking financial planning business is seeking an experienced Paraplanner to join its expanding team. Working closely with Financial Planners, you will play a key role in delivering high-quality, compliant advice to a diverse client base.
This is an excellent opportunity to join a values-led organisation that focuses on long-term financial planning and client outcomes, rather than product-led sales.
Key Responsibilities
- Conduct fund research and analysis to support client recommendations
- Prepare detailed financial suitability reports and documentation
- Produce cashflow modelling and reports for client reviews
- Maintain due diligence records on funds, platforms, and providers
- Collaborate with advisers to identify suitable planning solutions
- Ensure all client records and compliance documentation meet regulatory standards
- Assist with tax calculations and financial planning analysis where required
About You
- Minimum 2 years’ Paraplanning experience within an IFA environment
- DipPFS (Level 4) qualified or equivalent
- Strong understanding of the end-to-end financial planning process
- Experience across a range of financial products
- Excellent attention to detail and organisational skills
- Confident communicator with a collaborative mindset
- Ability to work independently and manage priorities effectively
What’s on Offer
- Competitive salary up to £38,000
- Pension contribution (with salary sacrifice option)
- 23 days holiday + bank holidays (increasing with service)
- Life cover and income protection
- Employee assistance programme and wellbeing support
- Supportive, collaborative working culture focused on personal development
If you feel like this is a role for you, please apply below
To apply for this job please visit www.reed.co.uk.
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