Reed Financial Services is seeking an experienced Paraplanner to join a growing wealth management firm in the North-West, to support the day‑to‑day advice activities of their Financial Advisers. Based near Burnley, this role offers a pathway to Adviser over time, and the firm will also provide support toward Chartered status. Responsibilities include:
* Providing research, analysis & technical support
* Preparing recommendation reports
* Maintaining client records
* Analysing clients’ circumstances, objectives & risk profile
* Identifying missing client information pertinent to formulating recommendations
* Liaising with financial advisers to query/challenge proposed recommendations where necessary
This role will suit someone with experience in a similar position, and ideally someone Level 4 Diploma qualified, or working towards and close to completion. Benefits for this role include hybrid working, flexibility in start/finish times, support with progression including pathway to Adviser and/or Chartered status, free on‑site parking and more.
If interested, please apply now or contact Rhyan Scott at Reed Financial Services for more information.
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