Reed
Paraplanner (Open to nearly qualified)
Salary: £35,000 – £40,000 (DOE)
Location: Remote with Ad-Hoc Office Visits
Employment Type: Full-Time
We’re looking for an enthusiastic and detail-driven Paraplanner to support our growing team and provide high-quality technical support to advisers.
It’s a fantastic opportunity to gain real exposure, get involved in a wide variety of work, and progress your career — whether you're already experienced or developing as a Paraplanner.
The role offers excellent flexibility:
Fully remote considered, with occasional ad-hoc visits
The Opportunity
You’ll join a team that values development, collaboration and technical excellence. With ongoing training, mentoring and CPD support, this role provides a clear pathway towards Level 6 if you're looking to advance your paraplanning career.
Day-to-Day Responsibilities
- Deliver high-standard administrative and paraplanning support to advisers
- Ensure all work complies with FCA regulations and internal procedures
- Log and manage paraplanning requests efficiently
- Assist with new business processing across protection, investments, pensions and more
- Conduct product, provider and fund research
- Produce illustrations, quotes and supporting documentation
- Prepare cashflow modelling forecasts
- Draft suitability reports using full and accurate client data
- Liaise with advisers to finalise and amend reports
- Maintain thorough, compliant client records across internal systems
- Participate in continuous improvement initiatives
- Carry out CPD to meet regulatory and professional standards
Skills & Qualifications
Essential:
- Level 4 Qualified (CII or equivalent)
- Minimum 2 years’ experience in financial services, including at least 1 year in a paraplanning role
- Strong computer literacy and understanding of back-office systems
- Proven ability to work remotely and collaboratively
- Excellent communication, accuracy and attention to detail
Desirable:
- Working toward Level 6
- Experience drafting suitability reports
- Technical knowledge of pensions, investments and protection
- Previous experience supporting advisers within financial planning
What’s in It for You
- Up to £40,000 depending on experience
- 25 days holiday + bank holidays
- Life assurance & income protection
- Pension scheme
- Flexible benefits platform
- Supportive, flexible environment with excellent career development
- Genuine opportunity to progress to Level 6 Paraplanner
- Exposure to a growing, close-knit Truro team
Want to Grow Your Career in a Supportive Paraplanning Team?
If you're passionate about delivering high-quality work, developing your skills — we’d love to hear from you.
To apply for this job please visit www.reed.co.uk.
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