Hybrid Paraplanner into Advisor

Fareham,

Up to £45k depending on experience

Are you looking to progress your career from a Paraplanner into a Financial Advisor?

Reed Financial Services are seeking an experienced Paraplanner that is close to achieving their Level 4 or already has it that is looking to join the IFA arm of a major accountancy firm in the South of the UK.

You will be working very closely with an advisor with the intention of progressing into an advisor yourself.

This is a huge opportunity for someone looking to progress their career, shadow and learn from an advisor, and to become an advisor themselves.

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:

Up to £45k depending on experience
Hybrid working after probation
Progression routes available

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