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Job Opportunity: Paraplanner
Salary: £37,500 - £47,500
Location: West Sussex
We are partnering with a well-established financial planning firm that provides comprehensive, integrated financial solutions for both personal and corporate clients. With a strong reputation for supporting clients through life’s ups and downs, they pride themselves on delivering outstanding, tailored advice.
They are now seeking a motivated and experienced Paraplanner to join their dynamic, collaborative team. In this role, you'll work closely with Advisors and the Support teams, using industry-leading systems to write detailed reports on a range of cases, conduct market and product research, maintain client files, and support the advisors and investment committee with all technical aspects while ensuring compliance every step of the way.
On Offer:
- Competitive employer pension contribution
- Paid overtime or time off in lieu
- Life Assurance
- Health Cash Plan
- A relaxed, friendly, and modern working environment
- Flexible dress code to suit your style
About You:
- Level 4 Diploma in Financial Planning (desirable)
- Minimum of 3 years’ experience in financial planning and paraplanning
- Strong knowledge of financial services systems
- Exceptional organisational, decision-making, and problem-solving skills
- Self-driven, adaptable, and able to use your initiative to get things done
If you’re ready to take the next step in your career and want to learn more about this exciting opportunity, please reach out to Adele at Capio Recruitment.
