Junior Paraplanner - Worthing

Artemis Recruitment Consultants Ltd; Worthing; Hybrid; GBP 32,000 - 36,000; Full time

Job summary

A leading recruitment firm is seeking a Junior Paraplanner in Worthing to provide essential support to a team of wealth advisers. This role includes researching financial solutions and preparing client recommendation reports, with opportunities for hybrid work, a competitive salary, and clear paths for career progression.

Qualifications

• Experience in administrative and paraplanning tasks.
• Must have some CII exam results.
• Familiarity with major research systems.

Responsibilities

• Provide vital paraplanning support to wealth advisers.
• Research financial products and prepare recommendation reports.
• Ensure accurate execution of high worth investment transactions.

Skills

Technical support

Research skills

Client management

IT skills

Education

Level 4 qualified in Financial Planning certificate

Tools

Cashcalc

Salesforce

FE Analytics

Job description

Type of Position: Junior Paraplanner - Worthing
Pay: £32k - £36k
Reference: Worthing2

Junior Paraplanner - Worthing

We are looking for a Junior Paraplanner for our clients based in Worthing. You will be providing vital paraplanning and administrative support to a team of wealth advisers. This position will allow hybrid working from their office in Worthing, with a competitive salary and career progression available.

Responsibilities:

• Provide vital paraplanning support to the team of wealth advisers

• Research products, financial planning solutions and investment strategies

• Prepare recommendation reports for client meetings

• Provide a high level of technical support

• Assist advisers with client management

• Provide advisers and clients with technical reports and information

• Ensure high worth investment transactions are carried out accurately

Experience and qualifications:

• Previous administrative and paraplanning experience required

• Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate

• Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc)

• Experience of the Pension Switch market

• Experience of administration of IHT or Investment products

• Excellent IT skills and proficient in Microsoft Office

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