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Paraplanner

Independent Resourcing Consultancy Ltd

Hailsham

On-site

GBP 30,000 - 60,000

Full time

30 days ago

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An esteemed wealth management firm is seeking a skilled Paraplanner to enhance their team in East Sussex. This role involves collaborating with the practice principle to deliver exceptional financial planning support. Candidates should possess at least three years of relevant experience and hold industry-recognized qualifications. The position offers a dynamic and supportive environment where your analytical and organizational skills will be valued. If you are passionate about providing high-quality service and thrive in a collaborative setting, this opportunity is perfect for you.

Minimum 3 years as a Paraplanner in wealth management.
Industry-leading qualifications in Financial Planning.

Conduct research to support financial planning.
Prepare reports and ensure compliance with regulations.

Analytical Skills

Problem-solving Skills

Attention to Detail

Organizational Abilities

Teamwork

Independent Work

Diploma in Financial Planning

Equivalent Qualifications

Microsoft Office

Excel

Word

We are representing a prestigious chartered wealth management firm in the East Sussex area, they are looking for an experienced and qualified Paraplanner to join their team. As a Paraplanner, you will work closely with the practice principle to provide high-quality financial planning support to all clients.

Requirements:
- A minimum of 3 years of experience as a Paraplanner in the wealth management industry
- Industry leading qualifications such as Diploma in Financial Planning or equivalent
- Excellent analytical and problem-solving skills
- Strong attention to detail and organizational abilities
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office, especially Excel and Word

Responsibilities:
- Conduct research and analysis to support the practice principle in developing comprehensive financial plans for clients
- Prepare reports, proposals, and other documents for client meetings
- Ensure compliance with industry regulations and internal policies
- Maintain accurate and up-to-date client records and documentation
- Provide support to all other Financial Advisors in all aspects of client service

Offering a competitive salary and benefits package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about providing high-quality financial planning support to clients, we encourage you to apply for this exciting opportunity.

To apply for this great opportunity, please submit your CV in writing today.