Paraplanner

Experienced ParaplannerLocation: WorthingSalary: Up to £47,500 per annumI am seeking an experienced, Level 4 Diploma-qualified Paraplanner to join a well-established financial services firm. This is an exciting opportunity to work closely with Financial Advisers and Sales Support teams, providing high-quality technical support and contributing to the delivery of comprehensive wealth management solutions.Key ResponsibilitiesPrepare and maintain client filesDraft and implement recommendationsEnsure compliance documentation is completeConduct due diligence for investment committeeProvide technical support to advisersWrite client-focused reportsResearch and review market productsAssist the Paraplanning Line Manager with ad hoc tasksIdeal CandidateMinimum 3 years'' experience in a paraplanning role, including Annual Reviews and Recommendation ReportsLevel 4 Diploma qualified (or close)Proficient in Intelligent Office, CashCalc, Genovo and FE Analytics (or similar systems)Strong organisational and decision-making skillsAbility to work independently and manage workload effectivelyThorough understanding of compliance regulationsAdaptable and proactiveWhat''s on Offer?Salary up to £47,5004% employer pension contributionsDeath in Service benefitWPA Cash Plan (after qualifying period)Relaxed dress code policyModern, friendly working environmentLong-term career prospects and progression opportunitiesHybrid working after initial trainingDiversity and FlexibilityWe value diversity and ..... full job details .....