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Permanent

Paraplanner

Worthing
money-bag 40000.00-40000.00 Annual
3085437323
Posted Yesterday

Paraplanner - Wealth Management We are seeking a Level 4 qualified Paraplanner to join our growing Wealth Management team, working on a one-to-one basis with a dedicated Financial Adviser. This is a fantastic opportunity for a technically strong paraplanner who enjoys being closely involved in the advice process and wants genuine exposure to client meetings and complex planning work. Salary: Up to £50,000 DOE Working Pattern: Hybrid - 3 days office Worthing/ 2 days WFH Elevate Your Paraplanning Career with a Forward-Thinking Wealth Management Firm You will play a key role in formulating advice, supporting high-quality client outcomes, and constructively challenging advisers where appropriate - all within a collaborative, professional environment. This role would suit someone who is confident in their technical ability, and keen to progress with full exam support available for future development. About the IFA firm: We are a highly respected, client-focused wealth management firm, known for strong technical standards, a collaborative culture, and a commitment to developing our people. Our advisers and support staff work closely together to deliver tailored financial planning solutions for a diverse client base. Key Responsibilities Work closely with a dedicated Adviser to formulate and review financial advice Produce high-quality suitability reports and technical documentation Carry out research across investments, pensions, protection and retirement planning ..... full job details .....

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