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Paraplanner

Reed
Posted 21 hours ago, valid for 20 days
Location

Portsmouth, Hampshire PO2 9JY

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

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 Specialist Recruitment is representing a firm of Independent Wealth Managers seeking a Paraplanner due to growth.
  • The firm, based in Chichester, has surpassed £700 Million AUM and aims to positively impact clients' lives.
  • Candidates should have at least 2 years of experience in whole of market paraplanning and report writing.
  • A Level 4 Diploma in Regulated Financial Planning is advantageous but not essential, with a salary range of £30-40,000 based on experience.
  • The role offers hybrid working after a 3-month probation, along with financial support for qualifications and additional holiday benefits.

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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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.