Paraplanner

Paraplanner - Brighton & Hove, South East England

Ref: 1589Wednesday 11 September 2024

Up to £49,000

Elevate Your Career: Paraplanner Role in Brighton & Hove – Hybrid Work & Exceptional Growth Opportunities

Are you ready to take the next step in your career as a Paraplanner? A leading IFA firm with multiple offices across the South East is looking for a skilled Paraplanner to join their growing team in Brighton & Hove.

Why Join Them?

This respected Independent Financial Advisory firm offers a collaborative and growth-oriented work environment. They are now seeking a Paraplanner to support their expanding business. Known for their hybrid working model and focus on employee development, this is an excellent opportunity to work within a firm committed to fostering both personal and professional growth.

What’s on Offer:

  • A competitive salary of up to £49,000, reflecting the candidate’s skills and expertise.
  • The opportunity to collaborate with a team of 10 highly experienced Paraplanners across the UK.
  • A people-focused Manager based in their Hove office, offering guidance and support.
  • Exposure to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, providing valuable experience in financial planning for affluent clients.
  • A flexible hybrid working model that promotes a healthy work-life balance.
  • Clear career progression pathways, including opportunities to advance into Technical Paraplanning or Advising roles.

Key Responsibilities:

  • Providing technical support and guidance in the formulation of client advice.
  • Conducting in-depth research and analysis of investment funds and financial products.
  • Preparing detailed financial plans that align client goals with their financial objectives.
  • Working closely with financial planners to ensure all client-facing reports are accurate and aligned.
  • Playing a crucial role in project-based work, including assisting with the integration of new teams into the firm.

Ideal Candidate Profile:

  • An experienced Paraplanner with a solid understanding of Investments and Pensions.
  • Familiarity with the full Financial Planning process.
  • Strong analytical and communication skills, with the ability to present complex information clearly.
  • Excellent interpersonal skills, with a client-focused approach.

Shape the Future of Financial Planning

This role offers the chance to join a leading firm and contribute to the future of financial planning. If you're ready to make a meaningful impact and grow within an organisation that invests in its people, apply now to take the next step in your Paraplanning career.

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