Our client is looking for a talented Paraplanner to join their team based in Worthing, Sussex. The main purpose of your role will be to work collaboratively with the team of Financial Planners to provide technical solutions for all aspects of financial planning, to prepare high quality written advice, delivered in an efficient manner; whilst mitigating any risks to the business.
This will be a hybrid working position, within an IFA firm.
Responsibilities:
- Preparing and maintaining client files
- Preparing and implementing recommendations
- Ensuring all compliance paperwork is present
- Due diligence associated to the investment committee
- Assisting in providing technical support
- Coaching of team members
- Writing reports based on client’s requirements
- Being a point of reference for advisers
- Consistently researching and reviewing market products available
The ideal candidate
- Minimum of 3 years’ experience in a paraplanning role preparing Annual Reviews and Recommendation Reports
- Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) essential
- Excellent organisational skills
- Ability to work on own initiative and plan own workload
- Thorough understanding of all compliance regulations
- Good decision-making skills
- Use initiative based on the findings of their research
- Level 4 Diploma qualified
- Supervisory experience would be beneficial
- Adaptable and happy to take on new challenges
- Interest / experience in Later Life Financial Advice / Planning would be useful but not essential