Paraplanner

Support a team of experienced Financial Planners working with high net worth clients, within a well structured and well resourced private wealth environment. This is a strong opportunity for an experienced Financial Planning Administrator who enjoys working closely with advisers and playing a key role in delivering a high quality, efficient client experience. You’ll be part of a professional support team where processes, systems and workflow are clearly defined, allowing you to focus on delivering excellent outcomes rather than firefighting. You’ll support Partners working with high value client relationships, helping to manage the full client journey from pre meeting preparation through to new business completion and ongoing servicing. About the firm Our client is a well established national financial planning firm with a strong presence across the UK. They have built a reputation for delivering high quality advice to high net worth clients, supported by robust internal processes and a collaborative team structure. The culture is professional, supportive and team led, with a clear focus on service excellence and long term client relationships. The business invests heavily in systems, training and development to ensure staff are equipped to deliver at a high standard. What you’ll do Provide day to day administrative support to Financial Planners, acting as a key point of contact Prepare for client meetings, including gathering information and producing client packs Manage the end to end new business process, ensuring all documentation is complete and compliant Submit applications and liaise with providers through to completion, keeping all parties updated Maintain accurate client records and track workflow to ensure visibility across cases Work closely with paraplanners and advisers to ensure smooth delivery of client outcomes Build strong working relationships with advisers, clients and internal teams Ensure all work is carried out in line with FCA and internal compliance requirements What you’ll need Experience working in a Financial Planning or IFA administrative role Good knowledge of pensions and investments Experience supporting advisers with high net worth clients Benefits 25 days holiday, increasing annually up to 30 days Competitive salary plus bonus Pension contributions matched Life assurance Income protection Access to financial advice within the business Additional lifestyle benefits including discount portal and support schemes If you’re interested, please click Apply now or reach out to Ross Altan at Reed. Don’t worry if your CV isn’t up to date. Just send what you have and we can sort out the rest later.

Senior Paraplanner / Office Manager If you’re a financial services professional currently working as a Senior Paraplanner and you're looking for the next step in your career, this could be the opportunity for you. We’re seeking an Office Manager / Senior Paraplanner to provide first-class support to our administrators, paraplanners, and growing client base. About the Business We are a long-established independent financial planning firm with over 25 years of experience. We pride ourselves on delivering a high-quality, personal service where clients feel comfortable, supported, and valued. Our approach is built on professionalism, clear and jargon-free communication, and a friendly, approachable team culture. Many of our clients have remained with us for years — a reflection of the trust we’ve earned and the consistency of our service. We are now looking for someone who shares these values and is eager to help us maintain our reputation for excellence. The Role This is a varied position where no two days are the same. Responsibilities include: Overseeing day-to-day office operations Writing complex suitability reports Managing the advice process through to completion Ensuring compliance with company policies and regulatory standards You’ll play a key role in supporting financial planners, while also mentoring a small team of administrators and paraplanners to ensure clients receive the highest standards of advice and service. About You At least 5 years’ experience in financial services Level 4 Diploma in Financial Planning (DipPFS or equivalent) Previous managerial or supervisory experience Strong technical knowledge Experience using Intelligent Office and relevant platforms If your experience doesn’t necessarily align perfectly, we still encourage you to get in touch. What We’re Looking For To succeed in this role, you will be able to demonstrate: Strong leadership skills, including supervising staff, allocating work, and monitoring performance Excellent communication skills with both colleagues and clients High levels of technical knowledge Exceptional attention to detail and accuracy Self-motivation and a commitment to continuous learning Reliability and a strong sense of accountability What’s on Offer Salary up to £60,000 Supportive and professional office environment Death in Service 24 days’ holiday plus bank holidays Pension scheme with enhanced employer contributions Please apply below if your experience aligns with the above.

Senior Paraplanner / Office Manager If you’re a financial services professional currently working as a Senior Paraplanner and you're looking for the next step in your career, this could be the opportunity for you. We’re seeking an Office Manager / Senior Paraplanner to provide first-class support to our administrators, paraplanners, and growing client base. About the Business We are a long-established independent financial planning firm with over 25 years of experience. We pride ourselves on delivering a high-quality, personal service where clients feel comfortable, supported, and valued. Our approach is built on professionalism, clear and jargon-free communication, and a friendly, approachable team culture. Many of our clients have remained with us for years — a reflection of the trust we’ve earned and the consistency of our service. We are now looking for someone who shares these values and is eager to help us maintain our reputation for excellence. The Role This is a varied position where no two days are the same. Responsibilities include: Overseeing day-to-day office operations Writing complex suitability reports Managing the advice process through to completion Ensuring compliance with company policies and regulatory standards You’ll play a key role in supporting financial planners, while also mentoring a small team of administrators and paraplanners to ensure clients receive the highest standards of advice and service. About You At least 5 years’ experience in financial services Level 4 Diploma in Financial Planning (DipPFS or equivalent) Previous managerial or supervisory experience Strong technical knowledge Experience using Intelligent Office and relevant platforms If your experience doesn’t necessarily align perfectly, we still encourage you to get in touch. What We’re Looking For To succeed in this role, you will be able to demonstrate: Strong leadership skills, including supervising staff, allocating work, and monitoring performance Excellent communication skills with both colleagues and clients High levels of technical knowledge Exceptional attention to detail and accuracy Self-motivation and a commitment to continuous learning Reliability and a strong sense of accountability What’s on Offer Salary up to £60,000 Supportive and professional office environment Death in Service 24 days’ holiday plus bank holidays Pension scheme with enhanced employer contributions Please apply below if your experience aligns with the above.

Senior Paraplanner / Office Manager If you’re a financial services professional currently working as a Senior Paraplanner and you're looking for the next step in your career, this could be the opportunity for you. We’re seeking an Office Manager / Senior Paraplanner to provide first-class support to our administrators, paraplanners, and growing client base. About the Business We are a long-established independent financial planning firm with over 25 years of experience. We pride ourselves on delivering a high-quality, personal service where clients feel comfortable, supported, and valued. Our approach is built on professionalism, clear and jargon-free communication, and a friendly, approachable team culture. Many of our clients have remained with us for years — a reflection of the trust we’ve earned and the consistency of our service. We are now looking for someone who shares these values and is eager to help us maintain our reputation for excellence. The Role This is a varied position where no two days are the same. Responsibilities include: Overseeing day-to-day office operations Writing complex suitability reports Managing the advice process through to completion Ensuring compliance with company policies and regulatory standards You’ll play a key role in supporting financial planners, while also mentoring a small team of administrators and paraplanners to ensure clients receive the highest standards of advice and service. About You At least 5 years’ experience in financial services Level 4 Diploma in Financial Planning (DipPFS or equivalent) Previous managerial or supervisory experience Strong technical knowledge Experience using Intelligent Office and relevant platforms If your experience doesn’t necessarily align perfectly, we still encourage you to get in touch. What We’re Looking For To succeed in this role, you will be able to demonstrate: Strong leadership skills, including supervising staff, allocating work, and monitoring performance Excellent communication skills with both colleagues and clients High levels of technical knowledge Exceptional attention to detail and accuracy Self-motivation and a commitment to continuous learning Reliability and a strong sense of accountability What’s on Offer Salary up to £60,000 Supportive and professional office environment Death in Service 24 days’ holiday plus bank holidays Pension scheme with enhanced employer contributions Please apply below if your experience aligns with the above.

Senior Paraplanner / Office Manager If you’re a financial services professional currently working as a Senior Paraplanner and you're looking for the next step in your career, this could be the opportunity for you. We’re seeking an Office Manager / Senior Paraplanner to provide first-class support to our administrators, paraplanners, and growing client base. About the Business We are a long-established independent financial planning firm with over 25 years of experience. We pride ourselves on delivering a high-quality, personal service where clients feel comfortable, supported, and valued. Our approach is built on professionalism, clear and jargon-free communication, and a friendly, approachable team culture. Many of our clients have remained with us for years — a reflection of the trust we’ve earned and the consistency of our service. We are now looking for someone who shares these values and is eager to help us maintain our reputation for excellence. The Role This is a varied position where no two days are the same. Responsibilities include: Overseeing day-to-day office operations Writing complex suitability reports Managing the advice process through to completion Ensuring compliance with company policies and regulatory standards You’ll play a key role in supporting financial planners, while also mentoring a small team of administrators and paraplanners to ensure clients receive the highest standards of advice and service. About You At least 5 years’ experience in financial services Level 4 Diploma in Financial Planning (DipPFS or equivalent) Previous managerial or supervisory experience Strong technical knowledge Experience using Intelligent Office and relevant platforms If your experience doesn’t necessarily align perfectly, we still encourage you to get in touch. What We’re Looking For To succeed in this role, you will be able to demonstrate: Strong leadership skills, including supervising staff, allocating work, and monitoring performance Excellent communication skills with both colleagues and clients High levels of technical knowledge Exceptional attention to detail and accuracy Self-motivation and a commitment to continuous learning Reliability and a strong sense of accountability What’s on Offer Salary up to £60,000 Supportive and professional office environment Death in Service 24 days’ holiday plus bank holidays Pension scheme with enhanced employer contributions Please apply below if your experience aligns with the above.

Senior Paraplanner / Office Manager If you’re a financial services professional currently working as a Senior Paraplanner and you're looking for the next step in your career, this could be the opportunity for you. We’re seeking an Office Manager / Senior Paraplanner to provide first-class support to our administrators, paraplanners, and growing client base. About the Business We are a long-established independent financial planning firm with over 25 years of experience. We pride ourselves on delivering a high-quality, personal service where clients feel comfortable, supported, and valued. Our approach is built on professionalism, clear and jargon-free communication, and a friendly, approachable team culture. Many of our clients have remained with us for years — a reflection of the trust we’ve earned and the consistency of our service. We are now looking for someone who shares these values and is eager to help us maintain our reputation for excellence. The Role This is a varied position where no two days are the same. Responsibilities include: Overseeing day-to-day office operations Writing complex suitability reports Managing the advice process through to completion Ensuring compliance with company policies and regulatory standards You’ll play a key role in supporting financial planners, while also mentoring a small team of administrators and paraplanners to ensure clients receive the highest standards of advice and service. About You At least 5 years’ experience in financial services Level 4 Diploma in Financial Planning (DipPFS or equivalent) Previous managerial or supervisory experience Strong technical knowledge Experience using Intelligent Office and relevant platforms If your experience doesn’t necessarily align perfectly, we still encourage you to get in touch. What We’re Looking For To succeed in this role, you will be able to demonstrate: Strong leadership skills, including supervising staff, allocating work, and monitoring performance Excellent communication skills with both colleagues and clients High levels of technical knowledge Exceptional attention to detail and accuracy Self-motivation and a commitment to continuous learning Reliability and a strong sense of accountability What’s on Offer Salary up to £60,000 Supportive and professional office environment Death in Service 24 days’ holiday plus bank holidays Pension scheme with enhanced employer contributions Please apply below if your experience aligns with the above.

Senior Paraplanner / Office Manager If you’re a financial services professional currently working as a Senior Paraplanner and you're looking for the next step in your career, this could be the opportunity for you. We’re seeking an Office Manager / Senior Paraplanner to provide first-class support to our administrators, paraplanners, and growing client base. About the Business We are a long-established independent financial planning firm with over 25 years of experience. We pride ourselves on delivering a high-quality, personal service where clients feel comfortable, supported, and valued. Our approach is built on professionalism, clear and jargon-free communication, and a friendly, approachable team culture. Many of our clients have remained with us for years — a reflection of the trust we’ve earned and the consistency of our service. We are now looking for someone who shares these values and is eager to help us maintain our reputation for excellence. The Role This is a varied position where no two days are the same. Responsibilities include: Overseeing day-to-day office operations Writing complex suitability reports Managing the advice process through to completion Ensuring compliance with company policies and regulatory standards You’ll play a key role in supporting financial planners, while also mentoring a small team of administrators and paraplanners to ensure clients receive the highest standards of advice and service. About You At least 5 years’ experience in financial services Level 4 Diploma in Financial Planning (DipPFS or equivalent) Previous managerial or supervisory experience Strong technical knowledge Experience using Intelligent Office and relevant platforms If your experience doesn’t necessarily align perfectly, we still encourage you to get in touch. What We’re Looking For To succeed in this role, you will be able to demonstrate: Strong leadership skills, including supervising staff, allocating work, and monitoring performance Excellent communication skills with both colleagues and clients High levels of technical knowledge Exceptional attention to detail and accuracy Self-motivation and a commitment to continuous learning Reliability and a strong sense of accountability What’s on Offer Salary up to £60,000 Supportive and professional office environment Death in Service 24 days’ holiday plus bank holidays Pension scheme with enhanced employer contributions Please apply below if your experience aligns with the above.

Private Client Planner Chartered Financial Planner | Client-Centric Advisory Role Are you an experienced Chartered Financial Planner who thrives on deep client relationships, technical excellence and delivering outstanding ongoing advice? An established, values-led financial planning firm is seeking a Private Client Planner to play a pivotal role within a close‑knit advisory team (pods). This role is designed for a senior planner who enjoys long‑term client stewardship, strategic financial planning and shared accountability with colleagues. You will take a lead role in shaping and delivering sophisticated, holistic financial planning solutions, working closely with fellow planners and support professionals to ensure exceptional outcomes for clients and sustainable growth for the team. Trusted Client Relationships Build, nurture and maintain long‑term client relationships through proactive, high‑touch service Combine technical precision with emotional intelligence to earn trust and inspire confidence Identify planning opportunities and generate referrals through the strength of client relationships Holistic & Strategic Financial Planning Deliver lifestyle‑led, holistic financial planning tailored to clients’ long‑term goals Provide strategic oversight using complex cashflow modelling and clear articulation of investment philosophy Advise across retirement planning, tax efficiency, estate and succession planning, protection, investments and behavioural risk Implement and maintain appropriate planning structures, including trusts and corporate solutions Technical Excellence & Governance Analyse existing arrangements to identify risks, opportunities and planning efficiencies Research, justify and implement suitable advice solutions supported by high‑quality suitability reports Work collaboratively with paraplanning, technical and compliance colleagues Maintain accurate, compliant records in line with regulatory standards Experience & Qualifications Chartered Financial Planner status Significant experience in an ongoing, servicing-focused advisory role Strong technical knowledge across pensions, investments, tax and estate planning Advanced cashflow modelling experience (e.g. Voyant, Truth, CashCalc or similar) Proven track record of long‑term client retention and referral generation Salary, Benefits & Working Pattern Salary: Up to £100,000 Pension: 5% employer contribution (increasing to 7.5% after 5 years’ service) 5% employee contribution after 3 months’ service Payable to a platform pension or NEST Death in Service: 4x annual salary Private Medical Insurance Income Protection: 75% of salary (currently being introduced) Holiday: 25 days annual leave plus bank holidays Office closes between Christmas and New Year (3 days deducted from entitlement) An additional day accrued after 5 years’ service, increasing to 30 days after 10 years Hours: 9:00am – 5:00pm with a 30‑minute lunch break Working Pattern: Full‑time, office‑based during probation (6 months) Post‑probation: 3 days office‑based, 2 days working from home, aligned with client meetings (predominantly in person) Please apply below if you feel this is your next step, and would like more information on the firm and role.

Private Client Planner Chartered Financial Planner | Client-Centric Advisory Role Are you an experienced Chartered Financial Planner who thrives on deep client relationships, technical excellence and delivering outstanding ongoing advice? An established, values-led financial planning firm is seeking a Private Client Planner to play a pivotal role within a close‑knit advisory team (pods). This role is designed for a senior planner who enjoys long‑term client stewardship, strategic financial planning and shared accountability with colleagues. You will take a lead role in shaping and delivering sophisticated, holistic financial planning solutions, working closely with fellow planners and support professionals to ensure exceptional outcomes for clients and sustainable growth for the team. Trusted Client Relationships Build, nurture and maintain long‑term client relationships through proactive, high‑touch service Combine technical precision with emotional intelligence to earn trust and inspire confidence Identify planning opportunities and generate referrals through the strength of client relationships Holistic & Strategic Financial Planning Deliver lifestyle‑led, holistic financial planning tailored to clients’ long‑term goals Provide strategic oversight using complex cashflow modelling and clear articulation of investment philosophy Advise across retirement planning, tax efficiency, estate and succession planning, protection, investments and behavioural risk Implement and maintain appropriate planning structures, including trusts and corporate solutions Technical Excellence & Governance Analyse existing arrangements to identify risks, opportunities and planning efficiencies Research, justify and implement suitable advice solutions supported by high‑quality suitability reports Work collaboratively with paraplanning, technical and compliance colleagues Maintain accurate, compliant records in line with regulatory standards Experience & Qualifications Chartered Financial Planner status Significant experience in an ongoing, servicing-focused advisory role Strong technical knowledge across pensions, investments, tax and estate planning Advanced cashflow modelling experience (e.g. Voyant, Truth, CashCalc or similar) Proven track record of long‑term client retention and referral generation Salary, Benefits & Working Pattern Salary: Up to £100,000 Pension: 5% employer contribution (increasing to 7.5% after 5 years’ service) 5% employee contribution after 3 months’ service Payable to a platform pension or NEST Death in Service: 4x annual salary Private Medical Insurance Income Protection: 75% of salary (currently being introduced) Holiday: 25 days annual leave plus bank holidays Office closes between Christmas and New Year (3 days deducted from entitlement) An additional day accrued after 5 years’ service, increasing to 30 days after 10 years Hours: 9:00am – 5:00pm with a 30‑minute lunch break Working Pattern: Full‑time, office‑based during probation (6 months) Post‑probation: 3 days office‑based, 2 days working from home, aligned with client meetings (predominantly in person) Please apply below if you feel this is your next step, and would like more information on the firm and role.

Client Administrator Location: Taunton Salary: Up to £32,000 + Benefits An exciting opportunity has arisen for an experienced Client Administrator to join a growing and professional financial planning firm in Taunton. This role offers the chance to work closely with Financial Planners, providing first-class administrative support and helping to deliver an exceptional client experience. This position would suit an organised and detail-oriented individual with experience within financial planning, wealth management, or financial services who is looking to develop their career within a supportive and professional environment. Key Responsibilities Act as a key point of contact for clients, handling enquiries and delivering excellent customer service. Support the onboarding of new clients, including the collection and processing of Anti-Money Laundering (AML) documentation. Prepare client review packs, valuation reports, and portfolio information for adviser meetings. Maintain accurate client records and update internal back-office systems. Liaise with providers regarding pensions, investments, ISAs, bonds, transfers, and policy servicing. Assist advisers with diary management, appointment scheduling, and workflow administration. Ensure all tasks are completed in line with internal procedures, compliance requirements, and service standards. Support the wider team with administrative and operational activities as required. About You Previous experience in a Client Administrator, Financial Planning Administrator, Client Support, or Paraplanning support role within an IFA, wealth management, or financial services environment. Knowledge of financial products including pensions, SIPPs, ISAs, investments, and bonds. Strong organisational skills with excellent attention to detail. Professional communication skills, both written and verbal. Ability to manage multiple priorities and work effectively within a busy environment. Must have experience of keying new business for at least 3 of the following providers via their platforms; Quilter Aegon ARC Transact Royal London Parmenion Aviva What’s on Offer Salary up to £32,000 depending on experience. Competitive benefits package. Pension scheme. Ongoing training and professional development support. Study support towards industry qualifications. Friendly and collaborative working environment. Long-term career progression opportunities within a growing business. If you are an experienced Financial Services Administrator looking for your next opportunity in Taunton, we’d love to hear from you.