Paraplanner

Paraplanner

£35,000 – £48,000

Minimum 1 day a week in the office

Are you an experienced Paraplanner looking for a role where you can work on varied, technically interesting cases while being part of a genuinely collaborative team?

Job

90973

Location

Worthing

Salary

£35,000 - £50,000 Per Annum

Employment Type

Permanent

• Location:
  
  Worthing, West Sussex
• Type:
  Permanent
• Job #90973
• Salary: £35,000 - £50,000 Per Annum

An established and growing wealth management group is looking for an experienced Paraplanner to join its expanding support team.

This is a great opportunity for a Level 4 qualified or nearly qualified Paraplanner who enjoys working independently, taking ownership of cases and producing high-quality, personalised suitability reports.

• New business and investment cases
• Fund switches and withdrawals
• Pension transfers and pension planning
• IHT planning
• Suitability reports and personalised client recommendations
• Valuations and portfolio reporting
• Case planning and technical research
• Cashflow modelling and financial planning analysis

The team works across a number of businesses within the wider group, giving you exposure to different advisers, client requirements and approaches to financial planning.

• Has solid Paraplanning experience within financial services
• Is Level 4 qualified or very close to completion
• Has strong technical knowledge and attention to detail
• Is confident producing well-written, personalised suitability reports
• Experience with Intelligent Office (IO)
• Experience with platforms such as Quilter, Aviva, Fidelity, Standard Life, Aberdeen or similar would be useful, but training can be provided on different systems.

• Salary:£35,000 – £48,000
• Hybrid working, with a minimum of 1 day per week in the office once
• Flexible approach to office/home working
• Supportive and experienced Paraplanning leadership
• Dedicated mentor and structured onboarding
• Ongoing exam and professional study support
• Genuine opportunities for progression (2 years in pp before route to advise)
• Exposure to a broad range of financial planning cases

This is a particularly good opportunity for an experienced Paraplanner who wants variety, autonomy and long-term progression. or get in touch for a confidential conversation.