Paraplanner - Reed : Job Details

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