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Financial Planning Assistant

2 months ago

Worthing, West Sussex, United Kingdom Recruit UK Full time

{"h1":"Paraplanner Role","p":"We are seeking an experienced Paraplanner to join our clients dynamic team. As a Paraplanner, you will play a key role in helping clients achieve their financial goals by delivering high-quality technical support and well-researched solutions.","ul":{"li":"Conduct in-depth research and analysis on financial products and strategies","li":"Prepare detailed reports, including cash flow forecasts and recommendations","li":"Assist in the development of financial plans tailored to individual client needs","li":"Ensure all client documentation is accurate and compliant","li":"Support advisers in client meetings (if required) and manage follow-up actions"},"h2":"Key Requirements","ul":{"li":"Previous experience as a Paraplanner","li":"Strong knowledge of investment, pension, and protection products","li":"Ability to interpret financial information and present it clearly","li":"Proficiency in financial planning software (e.g., Voyant, XPlan, or similar)","li":"Relevant qualifications such as CII Diploma in Regulated Financial Planning (not necessary although desirable)"},"h2":"What We Offer","ul":{"li":"Salary up to \u2116\u00a055,000 (depending on qualifications/experience)","li":"Continuous professional development and training opportunities","li":"A supportive, collaborative working environment","li":"Flexible working options, including hybrid working, holiday, pension and PMI"}}