Paraplanner

Fram Search

Posted 5 days ago, valid for a month

Worthing, West Sussex BN13 3EF, England

Full Time

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Sonic Summary

The Independent Wealth Management firm is seeking a Diploma-qualified paraplanner to join their experienced team due to a vacancy in their Paraplanning team.
The role is hybrid, offering flexible start times, and involves supporting four Financial Planners in a pod system.
Candidates should have several years of paraplanning experience and be Level 4 Diploma qualified or close to it.
The salary is competitive and varies based on experience and qualifications.
This position is ideal for someone looking to work with a strong independent brand and gain exposure to a diverse clientele, including professionals, YouTubers, and influencers.

Hybrid
Level 4 or close too
Competitive salary

Fram are working with an Independent Wealth Management firm with offices in the Southeast. Due to one for Paraplanning team becoming a trainee advisor, our client is seeking a Diploma qualified paraplanner to join their experienced team. Our client is looking for someone with paraplanning experience, who is happy to support 4 Financial Planner in a pod system. The role is hybrid and can offer flexible start times. This opportunity would suit someone with paraplanning experience who wants to work with a strong independent brand, with experience advisors who deal with all areas of advice especially later life planning and want exposure to varied clientele of professional individual, You Tubers, and Influencers. The salary range is dependent on experience and qualification level. Responsibilities will include :

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

An ideal candidate will have several years paraplanning experience and be level 4 Diploma qualified or close too as a minimum. Ideally someone would have experience with, IO, CashCalc, Genovo and FE analytics or similar systems. Have experience within an IFA all though a restricted background will also be considered. Be highly organised, be able to complete their own research and have an understanding of compliance regulations.

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