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Permanent

Paraplanner

Worthing
money-bag 45000.00-45000.00 Annual
3182043612
Posted Today

Experienced Paraplanner Location: Worthing Salary: Up to £45,000 per annum I am seeking an experienced, Level 4 Diploma-qualified Paraplanner to join a well-established financial services firm. This is an exciting opportunity to work closely with Financial Advisers and Sales Support teams, providing high-quality technical support and contributing to the delivery of comprehensive wealth management solutions. Key Responsibilities Prepare and maintain client files Draft and implement recommendations Ensure compliance documentation is complete Conduct due diligence for investment committee Provide technical support to advisers Write client-focused reports Research and review market products Assist the Paraplanning Line Manager with ad hoc tasks Ideal Candidate Minimum 3 years'' experience in a paraplanning role, including Annual Reviews and Recommendation Reports Level 4 Diploma qualified (or close) Proficient in Intelligent Office, CashCalc, Genovo and FE Analytics (or similar systems) Strong organisational and decision-making skills Ability to work independently and manage workload effectively Thorough understanding of compliance regulations Adaptable and proactive What''s on Offer? Salary up to £45,000 4% employer pension contributions Death in Service benefit WPA Cash Plan (after qualifying period) Relaxed dress code policy Modern, friendly working environment Long-term career prospects and progression opportunities Hybrid working after initial training Diversity and ..... full job details .....

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