Paraplanner
* Job Type: Full-time
* Location: Worthing or Crawley
* Salary: Up to £45k depending on experience
Join a leading IFA that integrates financial and tax advice to offer a comprehensive wealth management solution. My client is currently seeking an experienced, Level 4 qualified Paraplanner to enhance our team. This role involves close collaboration with financial advisers and sales support teams, providing crucial support across various stages of clients' financial journeys—from protection for young families to retirement and business exit planning.
Candidates who do not yet have their Level 4 qualification but possess extensive experience in the field are also encouraged to apply.
Day-to-day of the role:
* Preparing and maintaining client files.
* Implementing recommendations and ensuring all compliance paperwork is present.
* Conducting due diligence associated with the investment committee.
* Providing technical support and coaching team members.
* Writing detailed reports based on clients' requirements.
* Serving as a point of reference for advisers.
* Continuously researching and reviewing market products available.
Required Skills & Qualifications:
1. Minimum of 3 years’...