Job Title: Paraplanner
Location: Uckfield (Hybrid Working)
Salary: Negotiable
A modern, growing financial planning firm with an excellent reputation is looking for an experienced Paraplanning professional to join their expanding team in Uckfield.
This is a great opportunity for a technically strong individual who enjoys working closely with Financial Advisers and producing high-quality, compliant advice documentation.
The role would suit someone who is confident in their paraplanning skillset, but would like to find a new environment where they can continue to develop, whilst having hybrid working and a strong benefits package.
This role also offers an option to progress towards a role as a financial advisor in the future.
Key Responsibilities
* Produce reports for advisers to present to clients
* Prepare client review packs and obtain illustrations as required
* Conduct technical research on products, providers, and planning solutions
* Support advisers with client reviews, ad-hoc queries, and ongoing servicing
* Act as a point of contact for day-to-day client and adviser support queries
Key Requirements
* Previous experience within a Financial Advice / Wealth Management firm
* Strong paraplanning and report-writing experience is essential
* Diploma in Financial Planning (or working towards) is desirable, though not essential.
* Highly organised with the ability to manage and prioritise workloads effectively
* High attention to detail with the ability to produce accurate, well-structured reports and correspondence
Benefits
* Hybrid Working Available
* Life assurance
* Pension scheme
* Support and funding for professional industry qualifications
* Up to 30 days annual leave with holiday purchase (plus bank holidays)
* Option to progress into an Adviser role
If you would like to find out more about this, then please get in touch.