A leading Crawley-based financial planning firm is seeking a Paraplanner to join their team.
Responsibilities:
- Lead the delivery of the financial planning proposition alongside Financial Planners and Client Support Administrators
- Conduct full analysis of clients' requirements, develop cash flow models, and ensure accurate recording of client data
- Construct financial planning solutions including investment, retirement, tax, and estate planning, supported by computer models and reports
- Prepare letters and reports, taking full responsibility for client files and back-office IT records throughout the advice process
- Liaise with clients via telephone, letter, email, and in-person meetings
- Coordinate with administrative staff to ensure necessary forms are prepared and clients are updated throughout the process
- Collaborate with other professional advisers such as solicitors and accountants to implement agreed action plans
Qualifications:
- Minimum of 2 years of experience working with high-net-worth UK resident private clients and delivering financial planning and investment management services
- Understanding of the financial planning process, excellent technical knowledge in personal finance and investment management, and awareness of the regulatory framework
- Qualified to Diploma level 4 with a history of continuous professional development
What They Offer:
- Competitive base salary of approximately £45,000 commensurate with education and experience
- Pension and insurance benefits
Join a dynamic and ambitious team with over 20 years of experience in the financial industry. This firm is committed to integrity, professionalism, and continuous growth. Ranked among the top financial planning businesses in the UK, this is an opportunity to be part of an energetic and supportive environment. If you're ready for a challenge and have a strong work ethic, apply now to be considered for this exciting role.
Sector:
- Financial Services
