Paraplanner

Paraplanner

Up to £50k

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 £50k
• 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.