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.
Paraplanner
- Salary Range: £32,000 - £42,000 pro rata (depending on experience and qualifications)
- Location: Buxton
- Job Type: Flexible (office-based with potential for hybrid working)
- Hours: 24-36 per week
Day to Day of the role:
- Work closely with a small team of experienced administrators, paraplanners, and advisers.
- 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 advisers.
- Prepare written advice and provide technical research services to a high standard.
- Ensure that all regulatory and compliance standards are met.
Required Skills & Qualifications:
- Minimum of 2 years' experience as a paraplanner within an IFA firm.
- Financial services qualifications.
- 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, with the possibility of hybrid working.
- 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.
To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and qualifications.