Paraplanner

Additional Resources; Brighton; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Company Pension

Life Insurance

Referral Programme

Financial Planning Services

Job summary

An established industry player is seeking a dedicated Paraplanner to support financial planners in delivering exceptional client service. In this role, you will prepare detailed reports, conduct thorough research, and ensure compliance across documentation. With a focus on accuracy and efficiency, you will manage client records and communicate effectively to gather necessary information. This is a fantastic opportunity to join a dynamic team and enhance your career in a supportive environment, where your contributions will directly impact the financial planning processes and client satisfaction.

Qualifications

• At least 2 years' experience in paraplanning or a similar role.
• Excellent report-writing abilities and attention to detail.

Responsibilities

• Ensure client records are accurate and up to date within office systems.
• Provide exceptional customer service by responding to client inquiries.

Skills

Report Writing

Communication Skills

Organisational Skills

Time Management

Education

Level 4 Qualified in Paraplanning

Tools

Microsoft Outlook

General Office Software

Job description

As a Paraplanner, you will support financial planners by preparing reports, conducting research, and ensuring compliance and accuracy across client documentation.

You will be responsible for:

• Ensure client records are accurate and up to date within office systems.
• Communicate with clients to gather required information and clarify details.
• Work closely with team members to optimise financial planning processes.
• Manage multiple tasks efficiently, meeting deadlines through effective time management.
• Provide exceptional customer service by responding to client inquiries and concerns promptly.

What we are looking for:

• Previously worked as a Paraplanner or in a similar role.
• At least 2 years’ experience in paraplanning.
• Level 4 qualified in Paraplanning.
• Excellent report-writing abilities and attention to detail.
• Skilled in Microsoft Outlook and general office software.
• Strong communication and organisational skills.

What’s on offer:

• Company pension
• Life insurance
• Referral programme
• Financial planning services

Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.

Seniority level

Entry level

Employment type

Full-time

Job function

Consulting, Customer Service, and Administrative