UA-185291695-1 Technical Paraplanner, Jobs, 24

Technical Paraplanner

Paraplanner - Brighton & Hove, South East England

Ref: 24Monday 15 November 2021

£35,000 - £45,000

An opportunity for an experienced Paraplanner has arisen within a forward-thinking IFA practice in Brighton. During a period of key expansion, The Managing Director is looking for an experienced Paraplanner to support the Advisory team. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want.

The Opportunity

You will provide technical support to the Financial Advisers in all areas of finance, including pensions, mortgages, general insurance, tax, and investment management.

Researching the best solutions that meet each client’s financial needs.

You will undertake highly technical analytical work, including cash-flow forecasting and investment analysis

Review and update investments on behalf of clients

Attend client meetings where required with the Advisers 

Review investment portfolio, asset allocation, risk profile, etc

To be considered?

Level 4 Diploma qualified or working towards this

Previous experience within a fast-paced IFA Practice

High level of analytical capability and good communication skills

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Paraplanner