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Paraplanner

Hailsham
Posted: 10 August
Offer description

Paraplanner Up to £50,000 Bonus Hailsham Eastbourne (On-Site) We’re working with a respected Financial Planning firm in East Sussex, who are looking to hire a skilled Paraplanner to join their team. This opportunity has arisen due to a team member moving on in October, and the firm is keen to secure a confident, technically strong individual to support their continued success. The Role Responsibilities You’ll be working closely with one senior adviser, providing direct support across a range of high-net-worth client cases. Responsibilities include: Producing detailed and compliant suitability reports Conducting investment research and analysis Supporting with pensions, investments, probate and IHT planning Maintaining client files and documentation Liaising with providers and assisting with administrative tasks Engaging in client-facing responsibilities where required This is a fully on-site role with no hybrid option, ideal for someone who thrives in a collaborative office environment and enjoys being hands-on with complex financial planning. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) – essential Chartered status – desirable (or working towards) Minimum 2 years’ experience in a Paraplanning role within an IFA or Financial Adviser office Strong understanding of compliance and FCA regulations Excellent technical knowledge, especially across pensions, investments, probate, and IHT Confident working independently and supporting senior advisers directly Benefits Salary up to £50,000 (flexible for the right candidate) Discretionary bonus/commission based on individual performance and company profit Full exam support and funding Opportunity to work with HNW clients and gain exposure to complex planning cases If you’re looking for a role where you can make a real impact and work closely with a highly experienced adviser, this could be the perfect next step.

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