Paraplanner

Reed; Exeter; Hybrid; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Pension contribution

Life assurance

Health cash plan

Hybrid working pattern

Volunteering day

Gym discounts

Job summary

Reed is seeking a Senior Paraplanner to join our financial planning team in the South West, offering hybrid working (3 days in the office, 2 days from home) and a salary up to £50,000 plus benefits. You’ll deliver high-quality reports, support complex financial planning and work closely with Financial Planners to enhance client outcomes.

Applicants should have Paraplanning experience, a Level 4 Diploma in Financial Planning, and strong pensions/investments knowledge.

Qualifications

• Previous experience in a Paraplanning role.
• CII Level 4 Diploma in Financial Planning (or equivalent).
• Strong technical knowledge across pensions, investments and protection products.
• Excellent understanding of FCA regulations and compliance requirements.
• Ability to simplify complex financial concepts into clear and concise reports.
• Experience using financial planning software, cashflow modelling tools, CRM systems and Microsoft Office.
• Strong analytical and problem-solving skills with excellent attention to detail.

Responsibilities

• Work closely with Financial Planners and Client Executives to deliver a seamless client experience.
• Produce high-quality suitability reports that clearly explain recommendations and outcomes.
• Conduct technical research across pensions, investments, protection, and wider financial planning areas.
• Use cashflow modelling and scenario planning tools to support client decision-making.
• Analyse and review fact-finds, risk profiles, and client information to identify opportunities and potential gaps.
• Assist in the development and review of complex financial planning strategies.
• Prepare application forms and supporting documentation for new business and existing client changes.
• Liaise with providers, clients, and colleagues to obtain information and resolve queries efficiently.
• Maintain accurate client records and ensure compliance with regulatory requirements.
• Keep up to date with industry developments, tax legislation, and FCA regulations.
• Contribute ideas and best practice to help improve processes and client outcomes.

Skills

Paraplanning

Regulatory knowledge

Technical pensions/investments

FCA regulations

Report writing clarity

Financial planning software

Cashflow modelling

CRM systems

Microsoft Office

Analytical skills

Education

CII Level 4 Diploma in Financial Planning

Tools

Financial planning software

Cashflow modelling tools

CRM systems

Microsoft Office

Job description

Senior Paraplanner

Taunton Exeter or Plymouth Hybrid Working (3 Days Office, 2 Days Home) Up to £50,000 + Excellent Benefits

Are you an experienced Paraplanner looking for a role where your expertise will genuinely influence client outcomes and financial planning strategies?

This is an exciting opportunity to join a highly regarded and growing financial planning team where you'll work closely with Financial Planners and Client Executives to deliver exceptional advice and long-term financial solutions. More than a traditional paraplanning position, you'll play a key role in shaping client recommendations, contributing to complex cases, and helping clients achieve their financial goals.

You'll be part of a collaborative and supportive environment that encourages professional development, career progression, and continued learning.

The Role

As a Senior Paraplanner, you will:

• Work closely with Financial Planners and Client Executives to deliver a seamless client experience.
• Produce high-quality suitability reports that clearly explain recommendations and outcomes.
• Conduct technical research across pensions, investments, protection, and wider financial planning areas.
• Use cashflow modelling and scenario planning tools to support client decision-making.
• Analyse and review fact-finds, risk profiles, and client information to identify opportunities and potential gaps.
• Assist in the development and review of complex financial planning strategies.
• Prepare application forms and supporting documentation for new business and existing client changes.
• Liaise with providers, clients, and colleagues to obtain information and resolve queries efficiently.
• Maintain accurate client records and ensure compliance with regulatory requirements.
• Keep up to date with industry developments, tax legislation, and FCA regulations.
• Contribute ideas and best practice to help improve processes and client outcomes.

About You

To be successful, you will have:

• Previous experience in a Paraplanning role.
• CII Level 4 Diploma in Financial Planning (or equivalent).
• Strong technical knowledge across pensions, investments, and protection products.
• Excellent understanding of FCA regulations and compliance requirements.
• The ability to simplify complex financial concepts into clear and concise reports.
• Experience using financial planning software, cashflow modelling tools, CRM systems, and Microsoft Office.
• Strong analytical and problem-solving skills with excellent attention to detail.

What's on Offer?

• Salary up to £50,000
• Hybrid working pattern (3 days in the office, 2 days from home)
• Generous pension contribution
• Life assurance and income protection
• Health cash plan
• Virtual GP services and employee assistance programme
• Enhanced family-friendly benefits
• Option to purchase additional annual leave
• Paid volunteering day
• Cycle to work scheme
• Gym and wellbeing discounts
• Ongoing professional development and support towards further qualifications
• Clear career progression opportunities

Why Apply?

This is an excellent opportunity for a talented Paraplanner who wants more than just report writing. You'll be part of a forward-thinking team where your technical expertise is valued, your ideas are heard, and your professional development is actively supported.

If you're looking for a rewarding role with genuine career progression, flexibility, and the chance to make a real impact on clients' financial futures, we'd love to hear from you.