Paraplanner

Supporting Financial Planners and Paraplanners to accelerate their careers in London and the South East

Paraplanner

West Sussex

Salary - Up to £68,000 basic plus excellent company benefits

Hybrid working - Up to 3 days home working

Responsible for delivering the financial planning proposition, alongside the Financial Planners and Client Support in a highly professional, client focused practice.

Key Responsibilities

• Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data
• Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning)
• Recommendations - preparation of letters and reports taking full responsibility for the client file and back office IT records throughout the advice process
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports
• Relationship building - liaison with clients by telephone, letter, email and attending meetings
• Partners - working with other professional stakeholders including solicitors and accountants to implement an agreed action plan

Experience required:

You will have strong paraplanning experience working with high net worth private clients supporting the delivery of financial planning solutions.

You must be able to demonstrate an understanding of the financial planning process, excellent technical knowledge in relation to personal finance and investment management issues and possess a strong awareness of the regulatory framework.

You will be qualified or working towards to Chartered / level 6 and be able to demonstrate practical application of technical knowledge and a history of continuous professional development.

This is a superb career opportunity to work for a growing, modern financial planning practice working closely with high performing advisers, HNW clients. You will also receive a market leading salary and benefits package and superb development and training.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

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