Paraplanner

Paraplanner Hove, East Sussex Hybrid (3 days in office, 2 WFH) Salary up to £45k This is a great opportunity for a Diploma-qualified paraplanner to progress their career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to business success and will enable us to continue to deliver an excellent quality of service to our growing client base and support to our financial advisers. Role objective We are seeking a detail-oriented and analytical Paraplanner to join our team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to our clients. Duties and responsibilities Conduct comprehensive financial analysis to assist in the development of financial plans. Gather and organise client financial information, including income, expenses, assets, and liabilities. Use financial planning software to model various scenarios and projections. Prepare and review investment proposals and reports for clients. Collaborate with advisors to develop and implement customised financial strategies. Stay abreast of industry trends, regulations and changes in financial markets. Research financial products and investment opportunities. Ensure compliance with regulatory requirements and company policies. Maintain accurate and up-to-date client records. Company compliance Ensuring all tasks are carried out within FCA regulatory ..... full job details .....