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Permanent

Paraplanner

Hove
money-bag 45000.00-45000.00 Annual
3085438301
Posted 3 days ago

Paraplanner - HoveSalary: £45,000-£50,000Location: Hove (Hybrid Working Model 3 days in office 2 days WFH)Are you a qualified or part-qualified Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well-established, fast-growing financial planning team where you''ll play a key role in supporting advisers and delivering an exceptional service to a growing client base.You''ll enjoy a collaborative environment, strong team culture, and genuine opportunities for long-term progression. After an initial training period, you''ll benefit from a hybrid working model with a balance of remote, office and in-person interactions tailored to the needs of the role, the team and clients.The RoleAs a Paraplanner, you will provide technical support to financial advisers and help drive high-quality financial planning. This position suits someone analytical, detail-oriented, and proactive, with a passion for ongoing development.Key Responsibilities:Conduct detailed financial analysis to support adviser recommendations.Gather, organise and assess client financial information (income, expenditure, assets, liabilities).Use financial planning software to model scenarios and build projections.Prepare and review investment proposals and client reports.Collaborate with advisers to develop tailored financial strategies.Carry out product research and remain up to date on market developments.Ensure adherence to FCA regulations and internal compliance ..... full job details .....

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