Job Description
Location: Worthing
Salary: £32k-£45k
We are working with a directly authorised IFA firm based in Worthing, and they’re looking for an experienced Paraplanner to join their team and support the financial advisors. This is a hybrid role where you will be working Monday to Friday with no weekends.
In this role, you’ll have the chance to develop your skills and progress in your career!
Paraplanner Duties;
* Provide an effective and efficient support service to the department and dedicated financial planners.
* Technical work such as cash flow modelling, and pension analysis
* Serving as the client's point of contact and overseeing workflows to ensure the services are supplied promptly
* Preparing client valuations and review packs
* Using back office technology to guarantee complete and accurate client records
Experience required for an Paraplanner to come on board;
* At least 2 years experience as a paraplanner in an IFA/wealth management firm
* Level 4 diploma qualified or working towards it
* Confidence when liaising with clients and producing documentation
* Strong communication and IT skills
Benefits of becoming an Paraplanner;
* £32-45k salary DOE
* Hybrid working with 2 wfh
* Progression into a Financial Advisor!
* No weekends
* Casual dress code
If you are a Paraplanner and are interested then please apply.