Paraplanner

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.

• 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

• 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

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.