Paraplanner

Reed; Bath; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Competitive salary

Bonus potential

Benefits package

Career development

Collaborative environment

Job summary

Reed is recruiting a Paraplanner for our Bath-based Wealth Management client. This full-time, hybrid role offers £40,000 with up to 10% bonus and strong progression opportunities.

You will support advisers by compiling research, writing suitability reports, and handling technical queries while ensuring FCA compliance across client files.

Ideal candidates hold a Level 4 Diploma in Financial Planning and have solid paraplanning and report-writing experience within a team-driven environment.

Qualifications

• Level 4 Diploma in Financial Planning required or in progress.
• Experience supporting financial advisers with financial planning processes and FCA requirements.
• Proficient in producing high-quality suitability reports and performing financial calculations.

Responsibilities

• Support financial advisers by compiling research and writing suitability reports.
• Ensure client files and reports are accurate and FCA compliant.
• Manage pension, drawdown, and investment reviews and prepare post-meeting letters.

Skills

Paraplanning

Report writing

Financial calculations

Teamwork

FCA knowledge

Education

Level 4 Diploma in Financial Planning

Job description

Paraplanner

• Location: Bath
• Job Type: Full-time, Hybrid (2 days in office) once settled in
• Salary: £40,000 plus up to 10% bonus potential

Are you an aspiring Paraplanner looking to solidify your career within a dynamic and growing Wealth Management firm? Our client, a regional IFA firm known for its strategic expansions and client-focused approach, is offering an exciting opportunity for Paraplanners in their Bath offices. This role comes with a competitive salary, excellent benefits, and real prospects for career progression.

Day-to-Day of the Role:

• Support financial advisers and their clients by compiling research, writing suitability reports, and responding to technical queries.
• Ensure a thorough understanding of the administration process, client file requirements, and FCA regulations.
• Maintain compliant client files and manage high-quality, accurate report writing across various financial planning areas including pensions, trusts, and IHT planning.
• Engage in discussions with advisers about client needs and objectives, and undertake research to identify suitable solutions.
• Conduct pension, income drawdown, and investment reviews, and prepare post-meeting review letters.
• Manage cashflow forecasting for clients and provide technical support for complex queries.
• Prepare investment materials, quotes, and illustrations for client meetings and suitability reports.
• Perform technical calculations such as Capital Gain Tax, bond surrenders/withdrawals, and pension-related figures.
• Ensure that recommendations are clear and understandable for clients and that all deadlines are met efficiently.

Required Skills & Qualifications:

• Level 4 Diploma in Financial Planning.or working toewards
• Seek mid level Paraplanning experience or above
• Experience in supporting financial advisers with a strong grasp of financial planning processes and FCA requirements.
• Proficient in report writing and performing financial calculations.
• Excellent communication skills and the ability to work effectively within a team.
• Strong organizational skills with the ability to manage multiple tasks and maintain strict deadlines.

Benefits:

• Competitive salary and bonus structure.
• Comprehensive benefits package.
• Opportunities for professional development and career advancement within a thriving firm.
• Supportive and collaborative working environment.