Experienced Paraplanner
Location: Worthing
Salary: Up to £47,500 per annum
I am seeking an experienced, Level 4 Diploma-qualified Paraplanner to join a well-established financial services firm. This is an exciting opportunity to work closely with Financial Advisers and Sales Support teams, providing high-quality technical support and contributing to the delivery of comprehensive wealth management solutions.
Key Responsibilities
* Prepare and maintain client files
* Draft and implement recommendations
* Ensure compliance documentation is complete
* Conduct due diligence for investment committee
* Provide technical support to advisers
* Write client-focused reports
* Research and review market products
* Assist the Paraplanning Line Manager with ad hoc tasks
Ideal Candidate
* Minimum 3 years' experience in a paraplanning role, including Annual Reviews and Recommendation Reports
* Level 4 Diploma qualified (or close)
* Proficient in Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems)
* Strong organisational and decision-making skills
* Ability to work independently and manage workload effectively
* Thorough understanding of compliance regulations
* Adaptable and proactive
What's on Offer?
* Salary up to £47,500
* 4% employer pension contributions
* Death in Service benefit
* WPA Cash Plan (after qualifying period)
* Relaxed dress code policy
* Modern, friendly working environment
* Long-term career prospects and progression opportunities
* Hybrid working after initial training
Diversity & Flexibility
We value diversity and welcome applications from all backgrounds. Flexible working arrangements are available. please discuss your requirements with us.
Interested?
Apply now to join a forward-thinking team and take the next step in your paraplanning career.
#J-18808-Ljbffr