Paraplanner

mbf.

Posted 18 days ago, valid for 19 days

Hove, East Sussex BN3 7EX, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The Paraplanner position is located in Brighton & Hove with a hybrid working model.
The salary for this role is up to £45,000, with potential for higher compensation for exceptional candidates.
Candidates should have proven paraplanning experience in financial services and ideally hold a Level 4 Diploma in Financial Planning.
Key responsibilities include conducting product research, preparing suitability reports, and ensuring regulatory compliance.
The firm offers excellent benefits, including study support, a good holiday allowance, and a pension plan.

ParaplannerLocation: Brighton & Hove (Hybrid)Salary: Up to £45,000

The Opportunity: A fantastic opportunity has arisen to join a highly regarded financial planning and investment firm managing over £2 billion AUM across multiple UK offices.

This firm is dedicated to providing tailored financial planning and investment management solutions, specialising in retirement planning, estate planning, tax efficiency, and corporate financial advice.

Due to continued growth, they are looking to appoint a professional and detail-oriented Paraplanner to support their advisers in their Brighton & Hove office.

Key Responsibilities:

Conduct detailed product research and market analysis.
Prepare comprehensive suitability reports and financial plans.
Collaborate closely with advisers on client portfolios.
Ensure regulatory compliance and maintain accurate client records.
Liaise with providers and third-party professionals as required.

Requirements:

Proven paraplanning experience in financial services.
Level 4 Diploma in Financial Planning (Level 6 progression advantageous).
Strong analytical skills with proficiency in financial planning tools.
Excellent communication skills and attention to detail.

Package:

Salary up to £45,000 - potentially higher for the right candidate
Hybrid working (up to 3 days per week WFH)
Excellent benefits including pension & DIS
Study support
• Good holiday allowance

Apply now in a few quick clicks

Paraplanner

Financial Planner

Financial Planner

Junior Financial Planner