Paraplanner

Placing Faces

Posted a day ago, valid for 3 days

Worthing, West Sussex BN13 3EF, England

Full Time

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Sonic Summary

The job is for an experienced Paraplanner at a directly authorised IFA firm in Worthing, offering a salary range of £32k to £45k depending on experience.
This hybrid role requires at least 2 years of experience in a paraplanner position within an IFA or wealth management firm.
Key responsibilities include providing support to financial planners, conducting technical work such as cash flow modelling, and preparing client valuations.
The position offers opportunities for skill development and career progression into a Financial Advisor role, with no weekend work required.
Additional benefits include a casual dress code and the option to work from home two days a week.

Location: Worthing

Salary: £32k-£45k

We are working with a directly authorised IFA firm based in Worthing, and they’re looking for an experienced Paraplanner to join their team and support the financial advisors. This is a hybrid role where you will be working Monday to Friday with no weekends.

In this role, you’ll have the chance to develop your skills and progress in your career!

Paraplanner Duties;

Provide an effective and efficient support service to the department and dedicated financial planners.
Technical work such as cash flow modelling, and pension analysis
Serving as the client's point of contact and overseeing workflows to ensure the services are supplied promptly
Preparing client valuations and review packs
Using back office technology to guarantee complete and accurate client records

Experience required for an Paraplanner to come on board;

At least 2 years experience as a paraplanner in an IFA/wealth management firm
Level 4 diploma qualified or working towards it
Confidence when liaising with clients and producing documentation
Strong communication and IT skills

Benefits of becoming an Paraplanner;

£32-45k salary DOE
Hybrid working with 2 wfh
Progression into a Financial Advisor!
No weekends
Casual dress code

If you are a Paraplanner and are interested then please apply.

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