£35K/yr to £42K/yr
High Peak, England
Permanent, Variable

Paraplanner

Posted by Reed.

Job Title: Paraplanner

Salary: £32,000 - £42,000

Location: Buxton (hybrid)

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.

-

Day to Day of the role:

  • Work closely with a small team of experienced administrators, paraplanners, and advisors
  • 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 advisors
  • Prepare written advice and provide technical research services to a high standard
  • Ensure that all regulatory and compliance standards are met

-

Required Skills & Qualifications:

  • Financial services qualifications preferred
  • 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
  • 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
We use cookies to measure usage and analytics according to our privacy policy.