Trainee Paraplanner Reed Insurance

Do you want to work for a company that wants you to be successful? A company that will invest heavily in you professional development? Do you have some of your financial qualifications and are striving towards your Diploma in Financial Planning? Do you have experience of working as a senior IFA Administrator but are wanting to become a trainee Paraplanner?

If you have answered yes to the questions above, then we have a fantastic opportunity for you. REED is delighted to be working with a reputable financial advisory firm who are looking to recruit unique individuals to help make a difference to their organisation.

In this role you will be responsible for:

• Providing paraplanning support to financial advisors
• Work closely with the advisors and administrative support team
• Analyse and compile Financial Planning reports
• Undertaking investment portfolio analysis
• Compile investment, pension and protection illustrations, projections, and documentation
• Prepare suitability reports, client service agreement letters
• Assist with checking valuations
• Ensure client files comply to both FCA regulations and internal policy and procedures

In return you will have:

• Competitive salary
• Flexible Benefits package
• Contributory pension
• 25 days holiday
• Paid professional development
• Life assurance
• Holiday purchase scheme

If you would like to discuss the role in more details or have any questions, please don’t hesitate to contact Caitlin Anderson on 0141 241 4700 or alternatively, you can email at