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Worthing
Financial planner
Paraplanner (IFA)

Paraplanner (IFA)

Artemis Recruitment Consultants Ltd

Posted 10 hours ago, valid for 12 days

Worthing, West Sussex BN13 3EF, England

Full Time

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Sonic Summary

Our client is seeking a Paraplanner to join their team in Worthing, Sussex, with a salary of £35,000 to £45,000.
The role involves collaborating with Financial Planners to provide technical solutions and prepare high-quality written advice while managing business risks.
Candidates should have a minimum of 3 years’ experience in a paraplanning role, along with proficiency in systems like Intelligent Office and CashCalc.
Key responsibilities include maintaining client files, ensuring compliance, and coaching team members, while also conducting market research.
A Level 4 Diploma is required, and experience in Later Life Financial Advice is beneficial but not essential.

Our client is looking for a talented Paraplanner to join their team based in Worthing, Sussex. The main purpose of your role will be to work collaboratively with the team of Financial Planners to provide technical solutions for all aspects of financial planning, to prepare high quality written advice, delivered in an efficient manner; whilst mitigating any risks to the business.

This will be a hybrid working position, within an IFA firm.

Responsibilities:

- Preparing and maintaining client files- Preparing and implementing recommendations- Ensuring all compliance paperwork is present- Due diligence associated to the investment committee- Assisting in providing technical support- Coaching of team members- Writing reports based on client’s requirements- Being a point of reference for advisers- Consistently researching and reviewing market products available

The ideal candidate

- Minimum of 3 years’ experience in a paraplanning role preparing Annual Reviews and Recommendation Reports- Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) essential- Excellent organisational skills- Ability to work on own initiative and plan own workload- Thorough understanding of all compliance regulations- Good decision-making skills- Use initiative based on the findings of their research- Level 4 Diploma qualified- Supervisory experience would be beneficial- Adaptable and happy to take on new challenges- Interest / experience in Later Life Financial Advice / Planning would be useful but not essential

If you are interested in this position, please submit a copy of your CV to Sam at Artemis Recruitment.

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