Paraplanner - Worthing

Artemis Recruitment Consultants Ltd; Worthing; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading financial planning firm seeks a talented Paraplanner to join their hybrid team in Worthing. You will collaborate with Financial Planners to provide technical solutions and prepare high-quality written advice. Ideal candidates will have a minimum of 3 years' paraplanning experience, be Level 4 Diploma qualified, and possess strong organisational and decision-making skills.

Qualifications

• Minimum 3 years’ experience in a paraplanning role.
• Thorough understanding of compliance regulations.
• Supervisory experience beneficial.

Responsibilities

• Preparing and maintaining client files.
• Ensuring all compliance paperwork is present.
• Writing reports based on client’s requirements.

Skills

Organisational skills

Decision-making skills

Research skills

Education

Level 4 Diploma

Tools

Intelligent Office

CashCalc

Genovo

FE Analytics

Job description

Type of Position: Paraplanner - Worthing
Pay: £35k - £45k
Reference: Worthing1

Paraplanner - Worthing

Our client is looking for a talented Paraplanner to join their team based in Worthing, Sussex. The main purpose of your role will be to work collaboratively with the team of Financial Planners to provide technical solutions for all aspects of financial planning, to prepare high quality written advice, delivered in an efficient manner; whilst mitigating any risks to the business.

This will be a hybrid working position, within an IFA firm.

Responsibilities:

- Preparing and maintaining client files
- Preparing and implementing recommendations
- Ensuring all compliance paperwork is present
- Due diligence associated to the investment committee
- Assisting in providing technical support
- Coaching of team members
- Writing reports based on client’s requirements
- Being a point of reference for advisers
- Consistently researching and reviewing market products available

The ideal candidate

- Minimum of 3 years’ experience in a paraplanning role preparing Annual Reviews and Recommendation Reports
- Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) essential
- Excellent organisational skills
- Ability to work on own initiative and plan own workload
- Thorough understanding of all compliance regulations
- Good decision-making skills
- Use initiative based on the findings of their research
- Level 4 Diploma qualified
- Supervisory experience would be beneficial
- Adaptable and happy to take on new challenges
- Interest / experience in Later Life Financial Advice / Planning would be useful but not essential

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