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Paraplanner

Ortus PSR
Posted 17 days ago, valid for 21 days
Location

Hove, East Sussex BN3 7EX, England

Salary

£30,000 - £36,000 per annum

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Contract type

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

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  • A leading IFA firm in Brighton & Hove is seeking a skilled Paraplanner to join their growing team.
  • The role offers a competitive salary of up to £49,000 and requires candidates to have experience as a Paraplanner.
  • This position provides opportunities for collaboration with experienced Paraplanners and exposure to High Net Worth clients.
  • The firm promotes a hybrid working model and offers clear career progression pathways.
  • Ideal candidates should possess strong analytical skills and a solid understanding of Investments and Pensions.

Elevate Your Career: Paraplanner Role in Brighton & Hove – Hybrid Work & Exceptional Growth Opportunities

Are you ready to take the next step in your career as a Paraplanner? A leading IFA firm with multiple offices across the South East is looking for a skilled Paraplanner to join their growing team in Brighton & Hove.

Why Join Them?

This respected Independent Financial Advisory firm offers a collaborative and growth-oriented work environment. They are now seeking a Paraplanner to support their expanding business. Known for their hybrid working model and focus on employee development, this is an excellent opportunity to work within a firm committed to fostering both personal and professional growth.

What’s on Offer:

  • A competitive salary of up to £49,000, reflecting the candidate’s skills and expertise.
  • The opportunity to collaborate with a team of 10 highly experienced Paraplanners across the UK.
  • A people-focused Manager based in their Hove office, offering guidance and support.
  • Exposure to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, providing valuable experience in financial planning for affluent clients.
  • A flexible hybrid working model that promotes a healthy work-life balance.
  • Clear career progression pathways, including opportunities to advance into Technical Paraplanning or Advising roles.

Key Responsibilities:

  • Providing technical support and guidance in the formulation of client advice.
  • Conducting in-depth research and analysis of investment funds and financial products.
  • Preparing detailed financial plans that align client goals with their financial objectives.
  • Working closely with financial planners to ensure all client-facing reports are accurate and aligned.
  • Playing a crucial role in project-based work, including assisting with the integration of new teams into the firm.

Ideal Candidate Profile:

  • An experienced Paraplanner with a solid understanding of Investments and Pensions.
  • Familiarity with the full Financial Planning process.
  • Strong analytical and communication skills, with the ability to present complex information clearly.
  • Excellent interpersonal skills, with a client-focused approach.

Shape the Future of Financial Planning

This role offers the chance to join a leading firm and contribute to the future of financial planning. If you're ready to make a meaningful impact and grow within an organisation that invests in its people, apply now to take the next step in your Paraplanning career.

Apply now in a few quick clicks

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.