Paraplanner
Location: Brighton & Hove (Hybrid)
Salary: Up to £45,000
The Opportunity: A fantastic opportunity has arisen to join a highly regarded financial planning and investment firm managing over £2 billion AUM across multiple UK offices.
This firm is dedicated to providing tailored financial planning and investment management solutions, specialising in retirement planning, estate planning, tax efficiency, and corporate financial advice.
Due to continued growth, they are looking to appoint a professional and detail-oriented Paraplanner to support their advisers in their Brighton & Hove office.
Key Responsibilities:
- Conduct detailed product research and market analysis.
- Prepare comprehensive suitability reports and financial plans.
- Collaborate closely with advisers on client portfolios.
- Ensure regulatory compliance and maintain accurate client records.
- Liaise with providers and third-party professionals as required.
Requirements:
- Proven paraplanning experience in financial services.
- Level 4 Diploma in Financial Planning (Level 6 progression advantageous).
- Strong analytical skills with proficiency in financial planning tools.
- Excellent communication skills and attention to detail.
Package:
- Salary up to £45,000 - potentially higher for the right candidate
- Hybrid working (up to 3 days per week WFH)
- Excellent benefits including pension & DIS
- Study support
- Good holiday allowance
Sector:
- Financial Services
- Financial Planning
