Paraplanner

Independent Resourcing Consultancy Ltd; Hailsham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prestigious wealth management firm in East Sussex seeks an experienced Paraplanner to support financial planning for clients. The role involves conducting research, preparing documentation, and ensuring compliance. Ideal candidates will have at least 3 years of experience and industry-leading qualifications. A competitive salary and benefits package is offered in a supportive work environment.

Benefits

Competitive salary

Benefits package

Supportive work environment

Qualifications

• Minimum 3 years experience as a Paraplanner in the wealth management industry.
• Strong attention to detail and organizational abilities.
• Ability to work independently and as part of a team.

Responsibilities

• Conduct research and analysis to support financial planning.
• Prepare reports, proposals, and documents for clients.
• Ensure compliance with regulations and internal policies.
• Maintain accurate client records.

Skills

Analytical skills

Problem-solving skills

Attention to detail

Organizational abilities

Teamwork

Education

Diploma in Financial Planning or equivalent

Tools

Microsoft Excel

Microsoft Word

Job description

Overview

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.

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

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

Offer

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.