Paraplanner

Reed; Cheadle; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A growth-focused wealth management firm in Cheadle is seeking a Paraplanner to support Advisers through report writing and client reviews. The role offers hybrid working and flexibility in start/finish times, promoting a strong work/life balance. With 2+ years of experience required and opportunities for career progression, this position is ideal for those looking to advance to Adviser level. A supportive environment aims at future-proofing your career with chartered status.

Benefits

25 days annual leave + bank holidays

Company Pension scheme

Support for chartered status

Flexible working hours

Qualifications

• A minimum of 2 years in a paraplanner role is required.
• Level 4 qualification or working towards one is ideal.
• Experience in report writing for various advice types (e.g., pension, investment) is essential.

Responsibilities

• Prepare review reports for client reviews.
• Write suitability reports for investments.
• Ensure compliance paperwork is completed.
• Maintain IO client records diligently.
• Participate in client meetings effectively.
• Liaise with product providers as needed.

Skills

2+ years in a similar role

Knowledge of Intelligent Office

Experience across a variety of advice types including pension, investment and protection

Experience of report writing across various advice types

Ideally Level 4 qualified or working towards

Job description

ParaplannerCheadle (hybrid)£35,000 - £40,000 + benefits

This is a great opportunity join a growth-focused wealth management firm, who are expanding their presence across the North-West through acquisitions.

Now is the perfect time to join to be part of the exciting growth, and watch your career grow alongside the firm, with eventual opportunity to progress to Adviser level if desired.

You’ll support Advisers through report writing and client reviews across a wide variety of investment types, maintaining client records and ensuring compliance with legislative requirements.

With hybrid working and flexibility in start/finish times, the role offers a strong work/life balance without sacrificing career progression.

Your day-to-day:

• Preparing review reports for client reviews
• Writing suitability reports
• Ensuring relevant compliance paperwork is completed and on file
• Maintaining IO client records
• Participating in client meetings
• Liaising with product providers

What you’ll need:

• 2+ years in a similar role
• Ideally Level 4 qualified or working towards
• Knowledge of Intelligent Office
• Experience across a variety of advice types including pension, investment and protection
• Experience of report writing across various advice types

What you’ll get:

• Full support will be given to help you achieve your goals, including working toward chartered status to future-proof your career and achieve your aspirations.
• Hybrid working
• Flexibility in start/finish times
• 25 days annual leave + bank holidays
• Company Pension scheme

If interested in learning more about this position, please apply now or contact Rhyan Scott at Reed Financial Services for more information.