Paraplanner | Hybrid Role, Up to £45k, Chartered Path

Tekk Fusion; Hove; Hybrid; GBP 27,000 - 45,000; Full time

Job summary

Tekk Fusion in Hove, East Sussex, seeks a Diploma-qualified Paraplanner to support financial advisers and deliver high-quality advice. The role is hybrid (3 days in office, 2 days WFH) with a salary up to £45k, offering career progression and a focus on regulatory compliance and client service.

The successful candidate will analyse financial data, prepare investment proposals, and work closely with the team to develop tailored financial strategies while keeping pace with industry regulations.

Qualifications

• CII Level 4 Diploma or equivalent required.
• Diploma-holding candidates progressing toward chartered status are supported.

Responsibilities

• Conduct comprehensive financial analysis to assist in the development of financial plans.
• Gather and organise client financial information, including income, expenses, assets, and liabilities.
• Use financial planning software to model various scenarios and projections.
• Prepare and review investment proposals and reports for clients.
• Collaborate with advisors to develop and implement customised financial strategies.
• Stay compliant with regulatory requirements and company policies.
• Maintain accurate and up-to-date client records.

Skills

Financial analysis

Regulatory knowledge

Communication

Teamwork

Office software

Client data handling

Education

CII Level 4 Diploma

Tools

Genovo

Intellliflo Office

Job description

Tekk Fusion in Hove, East Sussex, seeks a Diploma-qualified Paraplanner to support financial advisers and deliver high-quality advice. The role is hybrid (3 days in office, 2 days WFH) with a salary up to £45k, offering career progression and a focus on regulatory compliance and client service.

The successful candidate will analyse financial data, prepare investment proposals, and work closely with the team to develop tailored financial strategies while keeping pace with industry regulations.