Overview

Location: Brighton

Salary: £26,000 – £36,000 Dependent on experience

Are you an experienced paraplanner looking to work for a well-respected company?

Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position?

The successful candidate must be Diploma qualified, or equivalent, or working towards this.

This is undoubtedly a fantastic opportunity for an aspirational individual who holds paraplanning experience within financial services that is now looking for their next step in their career. The role is varied and is a great opportunity to develop skills and experience.

Paraplanning Responsibilities would include:

  • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
  • Discuss cases with adviser and pro-actively update the adviser throughout.
  • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
  • Conduct cash flow forecasting
  • Prepare all relevant paperwork for client meetings.
  • Prepare and compile financial analysis.
  • Keep up to date with legislation.
  • Ensure thorough knowledge of product research and analytical tools.
  • An understanding of FCA regulations and guidelines relating to financial services clients.

If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.