Paraplanner

Heat Recruitment; Brighton; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading wealth management practice in Brighton is seeking a talented Paraplanner. This is a hybrid role with a competitive salary and comprehensive benefits, including private medical insurance and professional study support. Ideal candidates will have strong technical skills and at least two years of paraplanning experience.

Benefits

Private Medical Insurance

Pension

Life Insurance

25 Days Holiday

Career Development Support

Qualifications

• Minimum 2 years paraplanning experience.
• Strong technical skills and attention to detail required.
• Experience with paraplanning software is advantageous.

Responsibilities

• Conduct technical research and cashflow forecasting.
• Prepare suitability reports for clients.
• Support wealth managers in a busy team environment.

Skills

Technical Ability

Attention to Detail

IT Skills

Client-Centric Approach

Product Knowledge

Education

Level 4 Diploma

Tools

Intelligent Office

Paraplanning Software

Job description

Location

Brighton

Salary £30000 - £45000 TypePermanent WorkplaceOn-Site Ref88195

Recruiter Managing This Role

We are looking for a talented Paraplannerto join a well-respected and successful Sussex-based wealth management practice.

You will be working in a busy team in support of our clients wealth managers. Youwill have a strong technical ability and be adept at producing a high standard of work. Duties will include technical research, cashflow forecasting, and the preparation of suitability reports.

Applicants must have a minimum of 2 years paraplanning experience and have attained the Level 4 Diploma. You willhave had exposure to usual paraplanning duties, be client-centric and with excellent attention to detail.

You must be a great team player with excellent IT skills,with good product knowledge. Ideal candidates will be proficient withIntelligent Office and paraplanning software.

Our client are offering a competitive salary and your career development and professional study will be fully supported. Benefits include private medical insurance, pension, DIS and 25 days holiday with the chance to buy or sell days.

This role will be hybrid with 3 days being office-based.