Job Description
Paraplanner Opportunity - Remote
Shape the future of financial planning with a firm that invests in you.
Are you an experienced Paraplanner ready to take your career to the next level? Our client, a respected and growing IFA firm, is looking for a Paraplanner to join their collaborative and forward-thinking team.
This is a fantastic opportunity to be part of a business that values long-term client relationships, professional excellence, and the growth of its people. If you're passionate about financial planning and want to make a real impact, this could be your next big move.
The Role:
As a Paraplanner, you'll work closely with Financial Planners to deliver high-quality advice solutions. Your responsibilities will include:
- Maintaining accurate client records and KYC data
- Analysing client objectives to identify planning opportunities
- Researching and recommending tailored financial solutions
- Writing clear, compliant suitability reports
- Ensuring all advice meets governance standards
What's On Offer:
- Highly competitive salary (DOE) + up to 10% annual bonus based on performance
- Remote & flexible working options
- 28 days holiday + Bank holidays, with a tiered increase to 30 days
- Professional development support - qualifications, CPD & training
- Excellent benefits including pension, Death in Service, PHI, Company Sick Pay, Childcare Vouchers & Cycle to Work Scheme
- Supportive, friendly team culture
What You'll Bring:
- Strong paraplanning experience and technical knowledge
- Familiarity with platforms like Intelligent Office, Curo, Cash Calc, FE Analytics & Dynamic Planner
- CII Diploma in Financial Planning (or working towards Chartered status)
- Ability to mentor and provide quality assurance within the team
- A passion for delivering outstanding client outcomes
Ready to take the next step?
Apply now and become part of a business where your skills are recognised and your career can thrive.
For more information and confidential chat, contact Pauline Low at Reed on .
