Financial Divisions
If you’re a detail-driven paraplanning professional who loves turning complex financial information into clear, client-ready advice, this role will feel like home. Join a forward-thinking wealth management firm where your technical expertise, curiosity, and commitment to high-quality planning genuinely matter.
The Opportunity
You’ll work closely with experienced Wealth Planners, providing the technical backbone that ensures clients receive robust, compliant, and personalised financial planning. This is a paraplanning-focused role with meaningful client interaction, ideal for someone who enjoys both the analytical and human sides of financial advice.
What You’ll Be Doing
- Producing high-quality suitability reports across pensions, investments, and holistic financial planning
- Building and maintaining detailed cashflow models (Voyant & CashCalc)
- Supporting planners with preparation for client meetings, including reviews and follow-up actions
- Managing fee reconciliation, business processing, and maintaining accurate client records
- Ensuring all work meets FCA standards, with strong awareness of Consumer Duty requirements
- Using Xplan CRM (experience beneficial but not essential)
- Collaborating with the Paraplanning Team Leader and wider advice team
What You’ll Bring
- Level 4 Diploma qualified (CII or IFS)
- 2+ years’ experience in a paraplanning or technical support role
- Strong cashflow planning capability
- Excellent written communication and report-writing skills
- Confident with MS Office, especially Word, Excel, PowerPoint, and Teams
- A proactive mindset and commitment to delivering exceptional client outcomes
Why This Role Stands Out
- Salary up to £45,000
- Hybrid working for a balanced lifestyle
- A supportive, modern environment where paraplanning is valued as a profession
- Exposure to high-quality advice, interesting cases, and ongoing development
If you’re ready to take the next step in your paraplanning career and want to be part of a team that genuinely values your expertise, this could be the perfect move.
To apply for this job please visit www.reed.co.uk.
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