Paraplanner - Reed : Job Details

Reed Financial Services are seeking a Chartered Paraplanner to be part of a fast-moving start-up that’s set to make waves in the Financial Services industry. With a team that’s passionate about client acquisition and growth, we’re looking for an individual who is eager to take on a challenge and grow with us. The ideal candidate will have aspirations to become an adviser, manage clients, or lead a paraplanning team.

Chartered Paraplanner

• Location: Near Northampton
• Job Type: Full-time, Office-based
• Salary: £55k per annum

Day-to-day of the role:

• Provide technical financial planning support to advisers within the firm.
• Prepare financial reports and conduct research to ensure the best financial advice is given.
• Work closely with the team to manage client portfolios and develop financial strategies.
• Engage in continuous professional development to keep up with industry changes and advancements.
• Utilise exceptional IT skills, including proficiency in VBA, to streamline processes and enhance client services.
• Demonstrate a strong work ethic and the ability to thrive in a start-up environment.

Required Skills & Qualifications:

• Chartered status or a strong willingness to work towards it.
• IMC qualification or readiness to obtain it.
• At least five years of experience in financial planning.
• Perfect technical knowledge of financial products and regulations.
• Exceptional IT skills, with a preference for candidates excelling in VBA.
• Great people skills and the ability to build and maintain client relationships.
• A thirst for knowledge and a significant work rate, with the ability to work exceptionally hard in a start-up environment.

Benefits:

• Opportunity to be part of a growing start-up with high levels of client acquisition.
• A clear path for career progression, whether it’s becoming an adviser, managing clients, or leading a paraplanning team.
• Competitive rewards for hard work and dedication.

To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role