Paraplanner

Location: Fareham, office-based
Job Type: Full-time
Salary: up to £45k

Reed Financial Services are seeking a dedicated Paraplanner to join a South Coast spanning Financial Services Team. Reporting to the Head of Financial Services, this role is crucial in providing comprehensive financial planning services to our clients, focusing on lump sum investment advice, financial planning for later life, and inheritance tax planning.

Day-to-day of the role:

Review the market to stay updated with the latest financial trends and opportunities.
Prepare detailed reports including historic performance, charges, and suitability for clients.
Draft suitability letters and support applications for clients and Financial Planners.
Make informed recommendations based on thorough research and analysis.
Collaborate effectively with Advisers and Clients to ensure their financial goals are met.
Adhere strictly to compliance procedures and ensure all activities are in line with regulatory requirements.
Continuously develop product, technical, and regulatory knowledge to remain compliant with the latest financial regulations.

Required Skills & Qualifications:

Proven experience as a Paraplanner or in a similar role within financial services.
Strong understanding of financial regulations and compliance (Solicitors Regulation Authority, Financial Conduct Authority).
Excellent analytical skills and attention to detail.
Ability to prepare detailed financial reports and suitability letters.
Strong communication skills for effective collaboration with Advisers, Clients, and team members.
Commitment to ongoing professional development in the financial sector.

Benefits:

27 days holiday plus a birthday day off.
Additional leave over the Christmas period (this year includes 4 extra days).
5% pension contributions.
Death in service benefit of 4 x annual salary.
Comprehensive healthcare coverage with monthly premiums and excess paid by the firm.
Enhanced Employee Assistance Programme including online GP service.
Active social club for team bonding and networking.

To apply for the Paraplanner position, please either click apply or contact me directly at