Senior Paraplanner - Cardiff, United Kingdom - Reed Insurance

Tom O´Connor

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Tom O´Connor

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Are you experienced Senior Paraplanner, do you hold full Level 4 Diploma as a minimum and have supervisory experience and seek a fresh new existing opportunity, then look no further I have a perfect fully remote vacancy that my pique your interest.


We are currently working with a specialist Wealth management firm who have been making many acquisitions over the past year who seek a remote Senior Paraplanner.


Salary depends on experience and qualifications and level of experience you have, £3- 48,000 is on offer plus 10% bonus potential, plus competitive benefits and the flexibility to be 100% remote working with occasional visits to head office in Exeterwhich will be fully expensed, plus the opportunity to work in a thriving environment where your talent and skills will be developed and there are opportunities for future progression.


As well as the main duties of a Paraplanner, the Senior Paraplanner will also take on a supervisory role within a team of Paraplanners.


  • To continue to provide excellence in delivery as a Paraplanner, with all duties included in Paraplanner job specification PLUS
  • Monitor and manage workflows and quality of output for the team reporting back to Head of Client Services - Paraplanning
  • Organise cover within the team in respect of absence or holiday
  • Mentoring/training/support of Paraplanners in team, to include new starters
  • To assist as required in reviewing, enhancing, and streamlining of Paraplanning processes, systems and procedures to increase efficiency in the team
  • To assist with any ad hoc projects

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