Job Title: Paraplanner
Contract Type: Permanent
Location: Hove, East Sussex
Salary: £30000 - £45000 per annum + pension
Start Date: ASAP
Reference: lmpp_1538652943
Contact Name: Fusion personnel
Contact Email:
Job Published: October 04, 2018 12:35

Job Description

Our client based in East Sussex is looking for an experienced paraplanner to join their expanding team. Ideally the successful candidate will be level 4 diploma qualified with experience working within an independent financial adviser. Knowledge of Intelligent Office would also be a great advantage.

As an experienced paraplanner your role is to provide a high level of support to the financial adviser by preparing and maintaining client's files and establishing client relationships.

This will involve but is not be limited to;

  • Preparing and maintaining client's files, producing reports, letters and supporting evidence to assist the financial adviser with presentations to the client
  • Propose and draft financial solutions that meet the client's goals, needs and objectives
  • Being a main point of contact between the client, financial adviser and other relevant parties
  • Assisting in client meetings and be able to answer any questions the client may have
  • Preparing and implementing recommendations
  • Keeping the financial adviser and the client informed or any changing of information from any financial product providers
  • Regularly reviewing the clients file and making recommendations
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile
  • Ensure all compliance paperwork is in order
  • Make the relevant changes to the client's investments as instructed
  • Arrange future meetings

Company benefits include;

  • 23 days holiday, plus bank holidays
  • Company paid eye tests and flu jabs
  • Death in service x 3 annual salary
  • Pension is matched 3% and they offer salary sacrifice

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