Paraplanner

Reed

Posted 2 days ago, valid for 20 days

Chichester, West Sussex PO19 1PX, England

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

Reed Specialist Recruitment is representing a firm of Independent Wealth Managers seeking a new Paraplanner in Chichester due to business growth.
The firm has over £700 Million AUM and aims to positively impact clients' lives through effective pension and investment management.
Candidates should have at least 2 years of experience in whole of market paraplanning and report writing, with a Level 4 Diploma in Regulated Financial Planning being advantageous.
The salary for this position ranges from £30,000 to £40,000, depending on experience, along with additional benefits such as extra holiday and financial support for further qualifications.
The role offers hybrid working after a successful probation period and opportunities for professional development and team building activities.

Reed Specialist Recruitment are pleased to be representing a firm of specialist, Independent Wealth Managers who are looking for a new Paraplanner to join their team, due to growth and increasing business levels.

Based in Chichester, this is a well-established firm who this year, have now passed £700 Million AUM, successfully helping their clients to make the most out of their pension and investment funds. The firm pride themselves on making a positive impact to their client's lives and are looking for a Paraplanner who buys in to this ethos.

The successful candidate will ideally be experienced in whole of market paraplanning, having spent at least 2 years writing reports. A Level 4 Diploma in Regulated Financial Planning would be advantageous but not essential, as your technical product knowledge and research skills are more important for this role. The firm would also be very interested in speaking to Paraplanners who have previous experience checking other people’s reports for errors/improvements before they are signed off.

In return, the firm are able to offer the following -

A competitive basic salary of between £30-40,000 depending on experience
Additional holiday around the festive period without having to use existing allowance.
Financial and study support towards the Level 4 Diploma and other relevant industry qualifications
Hybrid working after successful probationary period (3 months)
Professional development – this would be a great opportunity for someone looking to build a career in Paraplanning'
Staff socials and other incentives – this year the office is going on an all-expenses trip to Mallorca to celebrate recent successes!

If you're interested in this position, please apply using the link or contact me directly at

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