Job Description
Hybrid Paraplanner into Advisor
Fareham,
Up to £45k depending on experience
Are you looking to progress your career from a Paraplanner into a Financial Advisor?
Reed Financial Services are seeking an experienced Paraplanner that is close to achieving their Level 4 or already has it that is looking to join the IFA arm of a major accountancy firm in the South of the UK.
You will be working very closely with an advisor with the intention of progressing into an advisor yourself.
This is a huge opportunity for someone looking to progress their career, shadow and learn from an advisor, and to become an advisor themselves.
Day-to-day of the role:
* Review the market to stay updated with the latest financial trends and opportunities.
* Prepare detailed reports including historic performance, charges, and suitability for clients.
* Draft suitability letters and support applications for clients and Financial Planners.
* Make informed recommendations based on thorough research and analysis.
* Collaborate effectively with Advisers and Clients to ensure their financial goals are met.
* Adhere strictly to compliance procedures and ensure all activities are in line with regulatory requirements.
* Continuously develop product, technical, and regulatory knowledge to remain compliant with the latest financial regulations.
Required Skills & Qualifications:
* Proven experience as a Paraplanner or in a similar role within financial services.
* Strong understanding of financial regulations and compliance (Solicitors Regulation Authority, Financial Conduct Authority).
* Excellent analytical skills and attention to detail.
* Ability to prepare detailed financial reports and suitability letters.
* Strong communication skills for effective collaboration with Advisers, Clients, and team members.
* Commitment to ongoing professional development in the financial sector.
Benefits:
* Up to £45k depending on experience
* Hybrid working after probation
* Progression routes available
* 27 days holiday plus a birthday day off.
* Additional leave over the Christmas period (this year includes 4 extra days).
* 5% pension contributions.
* Death in service benefit of 4 x annual salary.
* Comprehensive healthcare coverage with monthly premiums and excess paid by the firm.
* Enhanced Employee Assistance Programme including online GP service.
* Active social club for team bonding and networking.
To apply for the Paraplanner position, please either click apply or contact me directly at
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