Paraplanner

enable Recruitment

Posted 5 hours ago, valid for 9 days

Worthing, West Sussex BN13 3EF, England

Full Time

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Sonic Summary

An award-winning independent financial advisory firm is seeking an experienced Paraplanner to join their expanding team.
The role involves supporting financial advisers by producing suitability reports, conducting technical research, and managing the back office system (X-Plan).
Candidates should have at least 3 years of Paraplanning experience and preferably hold a Level 4 Diploma (DipPFS/DipFA) or be working towards it.
The position offers a competitive salary of up to £45,000, depending on experience and qualifications, along with hybrid working opportunities and generous annual leave.
Additional benefits include exam funding, social opportunities, and potential career progression within the firm.

Are you a Wealth Management professional looking for a new Paraplanner role?We’re delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team! Our client has experienced organic growth from delivering an excellent service to their clients within the region.They are now looking for a Paraplanner to join their team due to internal progression, so if you are an experienced Paraplanner, we would love to hear from you!What you'll be doing:

Providing support to the financial advisers of the business with advice formulation
Producing suitability reports, illustrations, cashflow modelling reports.
Carrying out technical research of funds and products for the adviser
Updating and managing the back office system (X-Plan)

What you need to apply:

3+ Years Paraplanning experience
Level 4 Diploma (DipPFS/DipFA) or working towards is preferable
Effective communication skills and capable of working in a busy environment
Experience in speaking with clients and providers on the adviser’s behalf

What's in it for you?

A basic salary of up to £45,000 dependent on experience and qualifications
Hybrid working opportunity
Social opportunities throughout the year
Exam funding and support
Progression opportunities into different areas of the business, depending on which way you see your career heading!
Generous annual leave allowance

What next?Hit apply or contact Dan directly!daniel@enable-recruitment.co (Just .co!)

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