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Paraplanner

Reed
Posted 4 days ago, valid for 17 days
Location

Macclesfield, Cheshire SK11 0AR, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Reed Financial Services is seeking a Paraplanner to join a well-established IFA firm in Buxton, offering a salary between £32,000 and £42,000.
  • The role involves working with a small team of experienced professionals and providing detailed financial planning support to advisors.
  • Candidates should have financial services qualifications and at least two years of relevant experience, along with strong communication skills and a keen attention to detail.
  • The firm offers flexible working arrangements, opportunities for career growth, and a collaborative team environment.
  • Additional benefits include a contributory pension scheme and group private medical cover.

Job Title: Paraplanner

Salary: £32,000 - £42,000

Location: Buxton (hybrid)

Reed Financial Services are excited to offer a fantastic opportunity for a Paraplanner to join a well-established IFA firm in Buxton. This thriving team is part of a company known for its excellent client relationships and strong reputation within the local community. The firm combines the personal touch of traditional financial advisory services with a modern, technology-driven support model. High standards and top-quality service are at the heart of their client-focused, team-oriented culture.

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Day to Day of the role:

  • Work closely with a small team of experienced administrators, paraplanners, and advisors
  • Learn and apply the firm’s methods and practices
  • Engage in role progression with encouragement and full training support to meet objectives
  • Provide detailed financial planning support to advisors
  • Prepare written advice and provide technical research services to a high standard
  • Ensure that all regulatory and compliance standards are met

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Required Skills & Qualifications:

  • Financial services qualifications preferred
  • Proactive and self-motivated with a keen eye for detail
  • Excellent communication skills, both written and verbal
  • Strong Whole of Market knowledge
  • Proficient in report writing

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Benefits:

  • Competitive salary based on experience and qualifications
  • Flexible working arrangements
  • Opportunities for career growth and professional development, including the potential to work towards IFA status
  • Collaborative and supportive team environment
  • Contributory pension scheme
  • Group Private Medical cover

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.