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Paraplanner
- Job Type: Full-time
- Location: Worthing or Crawley
- Salary: Up to £45k depending on experience
Join a leading IFA that integrates financial and tax advice to offer a comprehensive wealth management solution. My client is currently seeking an experienced, Level 4 qualified Paraplanner to enhance our team. This role involves close collaboration with financial advisers and sales support teams, providing crucial support across various stages of clients' financial journeys—from protection for young families to retirement and business exit planning.
Candidates who do not yet have their Level 4 qualification but possess extensive experience in the field are also encouraged to apply.
Day-to-day of the role:
- Preparing and maintaining client files.
- Implementing recommendations and ensuring all compliance paperwork is present.
- Conducting due diligence associated with the investment committee.
- Providing technical support and coaching team members.
- Writing detailed reports based on clients' requirements.
- Serving as a point of reference for advisers.
- Continuously researching and reviewing market products available.
Required Skills & Qualifications:
- Minimum of 3 years’ experience in a paraplanning role, preparing Annual Reviews and Recommendation Reports.
- Proficiency with Intelligent Office, CashCalc, Genovo, & FE Analytics (or similar systems).
- Excellent organisational skills and the ability to plan own workload.
- Thorough understanding of all compliance regulations.
- Strong decision-making skills and the ability to use initiative based on research findings.
- Level 4 Diploma desired
- Adaptable and eager to take on new challenges.
- Interest or experience in Later Life Financial Advice/Planning is a plus but not essential.
Benefits:
- Up to £45k with paid overtime or time off in lieu for extra hours worked.
- Relaxed, friendly, and modern working environment.
- Long-term career prospects and progression opportunities.
- 4% employer pension contributions.
- Access to the Lifestyle hub offering discounts for high street and online shops.
- Relaxed dress code policy.
- Life Assurance.
- WPA Cash Plan after a qualifying period.
To apply for this Paraplanner position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.
