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Junior Technical Paraplanner - Up to £35k - East Sussex - Hybrid Working + Excellent Benefits
A highly respected SJP Practice near Eastbourne is seeking a motivated and technically skilled Junior Paraplanner to join their expanding team. This role offers an exciting opportunity for someone looking to deepen their paraplanning expertise, working in a client-focused environment. The firm provides comprehensive financial services, including intergenerational wealth planning, school fees funding, retirement strategies, and property financing, with clients managing between £50k to £10 million in Assets Under Management (AUM).
Key Responsibilities:
- Conduct in-depth client reviews, providing detailed technical analysis and insights.
- Draft and prepare comprehensive financial planning reports.
- Support advisers on technical areas such as Inheritance Tax (IHT) planning and frameworks.
- Ensure all recommendations and reviews are accurate, compliant, and aligned with client objectives.
- Maintain exceptional client service standards, delivering tailored solutions based on individual financial goals.
Key Benefits:
- Hybrid working: 3 days in the office, 2 days working from home.
- Competitive salary of up to £35k plus an attractive benefits package.
- 30 days holiday plus private medical insurance.
- Clear career progression with structured professional development and full study support.
- Join a close-knit, supportive team where career growth is actively encouraged.
This role is perfect for someone with a solid understanding of technical paraplanning, ready to manage client reviews and report writing. If you're eager to advance your career within a firm known for its client-centric approach and supportive culture, we'd love to hear from you.
To apply, please send your CV to Laura McKendry at Financial Divisions
