Paraplanner

Posted 10 May by Reed Insurance
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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.Paraplanner
  • Salary Range: £32,000 - £42,000 pro rata (depending on experience and qualifications)
  • Location: Buxton
  • Job Type: Flexible (office-based with potential for hybrid working)
  • Hours: 24-36 per week
Day to Day of the role:
  • Work closely with a small team of experienced administrators, paraplanners, and advisers.
  • 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 advisers.
  • Prepare written advice and provide technical research services to a high standard.
  • Ensure that all regulatory and compliance standards are met.
Required Skills & Qualifications:
  • Minimum of 2 years’ experience as a paraplanner within an IFA firm.
  • Financial services qualifications.
  • 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.
Benefits:
  • Competitive salary based on experience and qualifications.
  • Flexible working arrangements, with the possibility of hybrid working.
  • 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.

To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and qualifications.

Reference: 52624860

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

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