Paraplanner

Paraplanner Location: Hove Salary: £35k - £45k Great benefit package Hours: Full time Mon-Fri 9am - 17.30pm (hybrid working available) Are you looking for a new role as a Paraplanner within an organisation that values its staff and offers further study and career progression? Do you want to work for a reputable and expanding organisation that offers a friendly and professional working environment? If so, I have a great opportunity for you based in my clients in Hove. You will already have a proven background within an IFA/Wealth Management organisation as a Paraplanner and ideally be diploma level 4 qualified. Responsibilities: Supporting the financial advisers in pensions, mortgages, general insurance, tax, and investment management. Preparing and maintaining client files. Compiling financial plans. Attending client meetings. Preparing recommendations and comparisons for analysis by the planner. Prepare suitability letters. Complete application and proposal forms. Ensure all compliance paperwork is in order. Act as main point of contact for queries from clients and other parties. Review investment portfolio, asset allocation, risk profile etc. Carry out research and analyse products and services. Propose and draft financial solutions to meet client's goal and objectives. Adhere to FCA rules and regulations. The right candidate will have the following skills and experience to apply: Ideally level 4 diploma qualified. Proven paraplanning experience. Highly analytical and well organised. Excellent IT skills and ideally knowledge of Intelligent Office. Strong work ethic with the ability to meet strict deadlines. This is a great opportunity to join a dynamic and forward-thinking IFA business, send your CV as soon as possible so you do not miss out on the opportunity