Trainee Paraplanner

Reed Financial Planning are actively looking to recruit a Trainee  Paraplanner on a permanent basis to join a longstanding client of ours within their expanding Financial Planning team.

One of your day-to-day tasks will be to prepare recommendations and write financial planning reports as well as liaising with clients, some of which are Ultra High Net Worth clients such as; veterinary practices, dentists and business owners which means that the range of our advice is broad.

They work on complex retirement funding calculations, complex inheritance tax calculations, trusts and business relief investments.

The team of 20, including four Partners, has been recognised by the FT Adviser as one of the Top 50 firms for financial planning in the UK

The role will be full time with an extensive list of benefits of which include; hybrid working, direct application bonus, profit share scheme, health and wellbeing support, plus much more!

It truly is a very exciting time to join our growing team in our contemporary office in Gloucester which offers free parking!