Details:
- Salary: £38,000 - 45,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: PO19 Chichester West Sussex
- Date: 2 weeks ago
Description:
Role: Paraplanner
Area: Chichester, Hybrid
Position: Full time, Permanent
Salary: £38k to £45k DOE
Our client is an award winning based in Chichester, is now looking for an experienced Paraplanner, you will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports.
This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team.
Key Responsibilities for the Paraplanner
* Analyse client financial information, objectives and risk profiles
* Conduct research on pensions, investments and protection products
* Prepare clear and compliant suitability reports for advisers
* Obtain product illustrations and supporting technical documentation
* Support advisers with financial analysis and cashflow modelling
* Maintain accurate client records and documentation
* Work closely with advisers and administration teams to ensure excellent client service
Skills and Experience for the Paraplanner
* Previous Paraplanner experience within an IFA or wealth management environment
* You will ideally have worked or have experience within an SJP practise
* Strong knowledge of pensions, investments and financial planning products
* Excellent attention to detail and analytical skills
* Strong organisational skills with the ability to manage multiple tasks
* Confident using financial planning systems and research tools
Qualifications Essential
* Level 4 Diploma in Financial Planning (or working towards)
* GCSEs (or equivalent) including English and Maths
For further information on this excellent opportunity, please forward a copy of your CV