Job Description
Paraplanner - Up to £45,000 + Bonus
Location: UK (Hybrid - 2-3 office days)Hours: 37.5 per week
A leading independent financial planning firm is looking for an experienced Paraplanner to support advisers with high-quality research, analysis, and suitability reports. This is a great opportunity to join a growing business offering strong career progression and full exam support.
Key Responsibilities
- Produce compliant suitability reports
- Conduct research across pensions, investments, protection & estate planning
- Support advisers with analysis and cashflow modelling
- Maintain accurate client records
- Liaise with advisers to ensure recommendations meet client needs
Requirements
- Level 4 Diploma in Financial Planning
- Experience in an IFA/Wealth Management environment
- Strong technical knowledge across core financial planning areas
- Excellent communication, organisation, and attention to detail
- Experience with systems such as IO, FE Analytics, or similar (desirable)
Salary & Benefits
- Up to £45,000 + discretionary annual bonus
- Hybrid working (2-3 days in office)
- 26 days holiday + bank holidays + your birthday off
- 5% flexible benefits allowance (buy extra holiday, medical, dental, life cover etc.)
- Aegon pension (auto-enrolment)
- 3-month probation
- 2-month notice period
- Extra Christmas leave at company discretion
- Employee Benefit Trust membership (share of future private equity exit)
- Full exam support - funded exams, materials, study day, and salary increases for AF passes
Please apply below and one of our consultants will reach out to you.
About Reed