Paraplanner - Brighton & Hove, South East England

Ref: 1537Tuesday 19 March 2024

Up to £40,000

We are on the hunt for a Paraplanner to join a team of Financial Advisers. This is an incredible opportunity to work within a dynamic firm that prides itself on delivering bespoke financial advice and planning services.


What’s on Offer:

  • Competitive Salary: Attractive package commensurate with your experience and expertise.
  • Professional Growth: Clear pathways for career advancement and professional development.
  • Collaborative Culture: A supportive team environment where your contributions are truly valued.


Your Role:

  • Completing research on new business cases, discussing the results with advisers and constructing an agreed recommendation
  • Obtaining illustrations and relevant application forms
  • Performing detailed research on various financial products, including investment packages, pension schemes, insurance plans, and more
  • Review the continued suitability of existing clients products, providers and underlying investments.
  • Construct recommendations to realign existing clients portfolio swith their objectives.
  • Field technical queries from advisers and administrators


We’re Looking For:


  • Detail-Oriented: A meticulous approach to complex financial data.
  • Proactive: The ability to anticipate needs and deliver solutions.
  • Qualified: Relevant financial qualifications (Level 4 Diploma preferred).
  • Experience constructing Suitablity reports
Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.