We are seeking a detail-oriented and analytical Financial Paraplanner to support a team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals.

Key Responsibilities:

Collaborate with financial advisors to prepare detailed financial plans and investment reports.
Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings.
Create retirement projections, cash flow models, and insurance analyses using financial planning software (e.g., Voyant)
Conduct product and fund research to support investment recommendations.
Ensure that all planning recommendations are compliant with regulatory and internal standards.
Maintain accurate and up-to-date client records in CRM and planning systems.
Provide general administrative support to advisors as needed.

Qualifications:

. Diploma Level 4 Cii (preferred)

· Previous experience in a financial planning or wealth management firm

· Knowledge & experience of wide range of financial services products

· Confidence in determining the advice journey.

· Strong analytical skills with attention to detail

· Excellent written and verbal communication skills

· Ability to prioritise tasks and manage time effectively.

Benefits:

Competitive salary and bonus potential
Death in Service and Income Protection
Pension scheme
23 days holiday increasing to 25 days

how to become a paraplanner jobs

Paraplanner - £35k-£45k - West Sussex