Paraplanner — Study Support & Career Progression

Reed; Sutton Coldfield; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Full study support towards profesional

25 days holiday plus bank holidays

Pension scheme with employer contrib.

Free on-site parking

Healthcare benefits

Clear career progression opportunities

Job summary

Reed in Sutton Coldfield is seeking a Paraplanner to join its established financial planning team. The role involves providing technical support to Financial Advisers, conducting research and analysis, and delivering professional, regulator-compliant financial planning solutions.

The successful candidate may already have paraplanning experience or be actively working toward the Level 4 Diploma in Regulated Financial Planning, with a clear path to progression and study support offered.

Qualifications

• Experience in an IFA or Financial Planning environment.
• Active progression towards Level 4 Diploma.

Responsibilities

• Provide technical support to Financial Advisers
• Prepare suitability reports and client letters with accuracy and compliance
• Gather and analyse client information including fact finds and valuations
• Calculate CGT liabilities with exemptions and asset histories
• Undertake chargeable event gain calculations for investment bonds
• Liaise with providers for policy information and valuations
• Maintain compliant client records using CRM and back-office systems
• Support FCA-compliant advice documentation processes
• Manage workloads to meet service standards and deadlines
• Be a point of contact for technical queries from advisers
• Contribute to process and documentation improvements

Education

Level 4 Diploma in Regulated Financial Planning

Tools

CRM software

Back-office systems

Job description

Reed in Sutton Coldfield is seeking a Paraplanner to join its established financial planning team. The role involves providing technical support to Financial Advisers, conducting research and analysis, and delivering professional, regulator-compliant financial planning solutions.

The successful candidate may already have paraplanning experience or be actively working toward the Level 4 Diploma in Regulated Financial Planning, with a clear path to progression and study support offered.