We are representing a prestigious chartered wealth management firm in the East Sussex area, they are looking for an experienced and qualified Paraplanner to join their team. As a Paraplanner, you will work closely with the practice principle to provide high-quality financial planning support to all clients.
Requirements:
- A minimum of 3 years of experience as a Paraplanner in the wealth management industry
- Industry leading qualifications such as Diploma in Financial Planning or equivalent
- Excellent analytical and problem-solving skills
- Strong attention to detail and organizational abilities
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office, especially Excel and Word
Responsibilities:
- Conduct research and analysis to support the practice principle in developing comprehensive financial plans for clients
- Prepare reports, proposals, and other documents for client meetings
- Ensure compliance with industry regulations and internal policies
- Maintain accurate and up-to-date client records and documentation
- Provide support to all other Financial Advisors in all aspects of client service
Offering a competitive salary and benefits package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about providing high-quality financial planning support to clients, we encourage you to apply for this exciting opportunity.
To apply for this great opportunity, please submit your CV in writing today.