Paraplanner

Posted 2 July by Reed Insurance
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Reed Specialist Recruitment are pleased to be representing a firm of specialist, Independent Wealth Managers who are looking for a new Paraplanner to join their team, due to growth and increasing business levels. 

Based in Chichester, this is a well-established firm who's AUM have just passed £700m. The firm pride themselves on making a positive impact to their client's lives, and are looking for a Paraplanner who buys in to this ethos. 

The successful candidate will ideally be experienced in whole of market paraplanning, having spent at least 2 years writing reports. A Level 4 Diploma in Regulated Financial Planning would be advantageous but not essential, as your technical product knowledge and research skills are more important for this role. The firm would also be very interested in speaking to Paraplanners who have previous experience checking other people’s reports for errors/improvements before they are signed off.  

In return, the firm are able to offer the following - 

  • A competitive basic salary of between £30-40,000 depending on experience
  • Hybrid working - only required in the office one day per week (Wednesday)
  • Additional holiday around the festive period without having to use existing allowance.
  • Financial and study support towards the Level 4 Diploma and other relevant industry qualifications
  • Professional development – this would be a great opportunity for someone looking to become an Adviser one day or build a Paraplanning career
  • Staff socials and other incentives – this year the office are going on an all expenses trip to Mallorca to celebrate recent successes!

If you're interested in this position, please apply using the link or contact me directly at

Reference: 53009767

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