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Hybrid Paraplanner
Salary - up to £45k
Location:Â Worthing or Crawley, with hybrid working options
Are you a Level 4 Paraplanner with a few years under your belt looking for a new opportunity? Join my client's team where they integrate financial and tax advice to offer comprehensive wealth management solutions. This role offers the opportunity to work closely with our Financial Advisers and Sales Support teams, contributing significantly to our client-focused services.
Day-to-day of the role:
- Prepare and maintain client files.
- Implement recommendations and ensure all compliance paperwork is present.
- Conduct due diligence related to the investment committee.
- Provide technical support and assist in supporting team members.
- Write detailed reports based on clients' requirements.
- Serve as a point of reference for advisers.
- Continuously research and review market products available.
Required Skills & Qualifications:
- Preferably 3 years’ experience in a paraplanning role, preparing Annual Reviews and Recommendation Reports.
- Thorough understanding of all compliance regulations.
- Level 4 Diploma qualification.
- Interest or experience in Later Life Financial Advice/Planning is advantageous but not essential.
Benefits:
- Salary - £37.5k - £45k depending on experience
- Hybrid Working
- Paid overtime or time off in lieu of extra hours worked.
- 4% employer pension contributions.
- Access to the Lifestyle hub with discounts for high street and online shops.
- Relaxed dress code policy.
- Life Assurance and WPA Cash Plan after a qualifying period.
If you are interested in this amazing opportunity, please apply below or contact me directly at
