Paraplanner

Reed; Greater Lincolnshire; Hybrid; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Flexible working

Hybrid working arrangements

Pension scheme

Life assurance

Employee assistance programme

Study support and study leave

Career development opportunities

Job summary

Reed is seeking an experienced Paraplanner to support Financial Advisers with reports, client processing, and technical research in a hybrid working setup.

The role focuses on pensions, investments, trusts, and inheritance tax planning, requiring strong communication and organisational skills and progress toward Level 4 Diploma in Financial Planning.

Qualifications

• Previous experience within a Paraplanning or Financial Planning support role.
• Strong understanding of pensions, investments, trusts, and inheritance tax planning.
• Proficiency in Microsoft Office, particularly Word and Excel.

Responsibilities

• Prepare high-quality suitability reports and recommendation documents.
• Process new and existing client business accurately and efficiently.
• Support Financial Advisers with technical research and administrative activities.
• Maintain and update client records and case management systems.
• Ensure all work is completed in line with FCA regulations, internal policies, and industry best practice.
• Conduct product and provider research where required.
• Liaise with clients, product providers, and other professional contacts.
• Utilise cashflow modelling tools to support financial planning recommendations.
• Prepare documentation for annual reviews and ongoing servicing requirements.
• Assist with pensions, investments, trusts, inheritance tax planning, protection, and other financial planning matters.
• Support compliance requirements, including anti-money laundering procedures.
• Contribute to project work and business improvement initiatives as required.
• Always act in the best interests of clients and uphold the highest professional standards.

Skills

Paraplanning

Technical knowledge

Communication

Organisational skills

Research skills

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Excel

Microsoft Word

Cashflow modelling software

Back-office systems

Job description

Paraplanner

Location: Hybrid/Flexible Working Available

Hours: Full-time, Monday to Friday

Salary: Competitive, dependent on experience

An established and growing Wealth Management business is seeking an experienced Paraplanner to join its support team. This is an excellent opportunity for a motivated individual looking to develop their career within a professional and client-focused financial planning environment.

The successful candidate will play a key role in supporting Financial Advisers by preparing suitability reports, processing new and existing business, and delivering high-quality technical support across a range of financial planning areas, including investments, pensions, trusts, and inheritance tax planning.

This role would suit someone who is working towards, or has already achieved, the Level 4 Diploma in Financial Planning and possesses strong technical knowledge alongside excellent communication and organisational skills.

Key Responsibilities

• Prepare high-quality suitability reports and recommendation documents.
• Process new and existing client business accurately and efficiently.
• Support Financial Advisers with technical research and administrative activities.
• Maintain and update client records and case management systems.
• Ensure all work is completed in line with FCA regulations, internal policies, and industry best practice.
• Conduct product and provider research where required.
• Liaise with clients, product providers, and other professional contacts.
• Utilise cashflow modelling tools to support financial planning recommendations.
• Prepare documentation for annual reviews and ongoing servicing requirements.
• Assist with pensions, investments, trusts, inheritance tax planning, protection, and other financial planning matters.
• Support compliance requirements, including anti-money laundering procedures.
• Contribute to project work and business improvement initiatives as required.
• Always act in the best interests of clients and uphold the highest professional standards.

Candidate Requirements

• Previous experience within a Paraplanning or Financial Planning support role.
• Strong understanding of pensions, investments, trusts, and inheritance tax planning.
• Proficiency in Microsoft Office, particularly Word and Excel.
• Professional, confident, and client-focused approach.

Desirable

• Level 4 Diploma in Financial Planning or actively working towards qualification.
• Experience with cashflow modelling software.
• Knowledge of protection and equity release products.
• Experience using financial planning and back-office systems.

Benefits

The successful candidate will benefit from a comprehensive reward and benefits package, including:

• Competitive salary with regular salary reviews
• Generous holiday entitlement plus bank holidays
• Flexible and hybrid working arrangements
• Pension scheme with salary sacrifice option
• Life assurance
• Income protection
• Optional health and dental insurance
• Employee Assistance Programme
• Professional membership fees paid
• Study support and study leave
• Personal learning and development plans
• Structured career development opportunitiesEmployee referral scheme
• Long service awards
• Employee recognition programmes
• Discounted professional services
• Eye care contributions and flu vaccination support
• Social events throughout the year