Paraplanner

Reed

Posted 7 hours ago, valid for a month

Wolverhampton, Staffordshire WV6 7NR

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

Reed Financial Services is looking for an experienced Paraplanner with Level 4 qualifications to join their office in Wolverhampton.
The role offers a salary of up to £45k and requires a strong understanding of the financial planning process.
Candidates should have experience with FE Analytics and the Aberdeen and Aviva platforms, which is considered an advantage.
Key responsibilities include collaborating with a Financial Planner, preparing suitability reports, and conducting fund research.
The position is full-time and permanent, with benefits including study support, 26 days of annual leave, and additional perks depending on the candidate.

Paraplanner

Up to £45k

Office based, Wolverhampton

Reed Financial Services is seeking an experienced Paraplanner with their Level 4 to work closely with a Financial Planner to provide high-quality service and support to our clients. The ideal candidate will be committed to continuous personal development and will possess a strong understanding of the financial planning process. Experience with FE Analytics and the Aberdeen and Aviva platforms will be an advantage.

Day-to-Day Responsibilities:

Collaborate with the Financial Planner to discuss client objectives.
Ensure client information is collected and maintained in accordance with client principles and company policy.
Prepare suitability reports and recommendations for approval by the Financial Planner, adhering to company policy, and prepare any necessary client documentation.
Conduct fund research and analysis to support Financial Planner recommendations.
Conduct research and prepare suitability reports.
Attend meetings and assist with cashflow analysis

Benefits:

Full time, Permanent
Salary - Up to £45k
Progression available

Study support
26 days of annual leave plus bank holidays.
Free parking.
Standard pension plan.
Additional benefits (e.g., Bupa) depending on candidate

If you are interested in this role, please apply below and one of our team will reach out.

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