Paraplanner

Job Description

Reed Financial services seek high-calibre paraplanners to join our clients growing Paraplanner team. The ideal candidate must have relevant Paraplanning experience, Level 4 Qualified and have strong communication skills and be able to troubleshoot and processwork in a timely and efficient manner.My client is a privately owned financial planning and discretionary investment management firm who provide a high-quality service for private clients, trusts, and smaller institutions and been running for almost 20 years. They currently manage and adviseson over £3 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.Role & ResponsibilitiesWe are recruiting an experienced, high calibre Paraplanners, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report.The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:• Analyse client information and existing investments/policies• Tax calculations• Construct appropriate solutions for clients and make recommendations in conjunction with the advisers• Write suitability reports for cases of varying complexity• Run cashflow models for clients• Be a point of contact for technical queries for CS and advisers• Communicating with clients on research and report time scales• Attend client meetings where required• Helping to train other members of the team• Potentially getting involved in some project work to further improve our systems and processes• Leading Pod meetings• Undertake peer reviews for the paraplanning teamEssential attributes the successful candidate should possess,The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual withina thriving business.They will:• Demonstrate a strong technical knowledge and understanding of all financial products• Be level 4 diploma qualified as a minimum and ideally working towards Chartered status• Have a minimum of 3 years’ experience within a paraplanning role• Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous• Have a good attention to detail• Be a good team player• Excellent communication skills, both verbally and in writing• Be comfortable with working in a fast-paced environment• Be organised and able to manage a busy workloadWe are looking for candidates to work from one of the following offices – Bath, Bristol and Bournemouth and offer hybrid working, which includes 2 days in the office, with the remainder at home.The salary is £35,000 - £45,000 depending on experience, alongside 28 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform.Plus, just as importantly, a great culture, fantastic place and people to work with and have a lot of fun along the way.