Paraplanning Professional
7 days ago
We are seeking a skilled Paraplanner to support our Financial Adviser in Hove. The successful candidate will have a strong background in financial planning and a keen eye for detail.
Key Responsibilities- Assist the Financial Adviser in establishing new client relationships and assessing clients' financial circumstances.
- Prepare financial statements to support the development of clients' financial strategies and research and analyse products and services that are appropriate to each client's financial circumstances.
- Propose and draft financial solutions that meet clients' goals, needs and objectives and assist with the accurate completion of application and proposal forms.
- Implement actions such as changing existing investment holdings and policy information, as directed by the Financial Adviser.
- Support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
- At least 2 years Paraplanning experience and good knowledge of pensions, investments, and protection products.
- Strong report writing skills and hard-working with great attention to detail.
- Diploma Level 4 qualified and experience using Financial Planning software tools, Intelligent Office, and producing Annual Reviews.
Our company is a dynamic and forward-thinking IFA business based in the heart of Hove. We offer a competitive starting salary and other company benefits to the right candidate.
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Paraplanning Professional
3 days ago
Hove, Brighton and Hove, United Kingdom Blakemore Recruitment Full timeParaplanner RoleWe are seeking a skilled Paraplanner to support our Financial Adviser in Hove. The successful candidate will have a strong background in financial planning and a keen eye for detail.Key ResponsibilitiesAssist the Financial Adviser in establishing new client relationships and assessing clients' financial circumstances.Prepare financial...
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Paraplanning Professional
3 days ago
Hove, Brighton and Hove, United Kingdom Blakemore Recruitment Full timeParaplanner RoleWe are seeking a skilled Paraplanner to support our Financial Adviser in Hove. The successful candidate will have a strong background in financial planning and a keen eye for detail.Key ResponsibilitiesAssist the Financial Adviser in establishing new client relationships and assessing clients' financial circumstances.Prepare financial...
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Paraplanner Position in Hove
2 weeks ago
Hove, Brighton and Hove, United Kingdom Astral Recruitment Full timeJob Opportunity: Paraplanner for a Successful IFA BusinessWe are seeking a skilled Paraplanner to join our team at Astral Recruitment, a leading recruitment agency. Our client, a well-established IFA firm, is looking for a qualified professional to support their successful IFA's in Hove, Sussex.Key Responsibilities:Supporting experienced IFA's in a team...
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Junior/Trainee Paraplanner
2 weeks ago
Hove, Brighton and Hove, United Kingdom Astral Recruitment Full timeA leading National IFA business is seeking a Junior Paraplanner to join their team in Hove. This is an excellent opportunity for an experienced FS Administrator looking to progress their career or a part-qualified Paraplanner seeking a structured training and career path.Key Responsibilities:Support the team in providing high-quality paraplanning...
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Junior/Trainee Paraplanner
2 weeks ago
Hove, Brighton and Hove, United Kingdom Astral Recruitment Full timeA leading National IFA business is seeking a Junior Paraplanner to join their team in Hove. This is an excellent opportunity for an experienced FS Administrator looking to progress their career or a part-qualified Paraplanner seeking a structured training and career path.Key Responsibilities:Support the team in providing high-quality paraplanning...
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Financial Planning Specialist
3 days ago
Hove, Brighton and Hove, United Kingdom Ortus PSR Full timeParaplanner Role at Ortus PSRWe are seeking a skilled Paraplanner to join our team at Ortus PSR in Brighton. As a Paraplanner, you will play a vital role in supporting our Financial Advisers in providing exceptional client service.Key Responsibilities:Client File Management: Ensure accurate and up-to-date client files, including compliance paperwork and...
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Financial Planning Specialist
3 days ago
Hove, Brighton and Hove, United Kingdom Ortus PSR Full timeParaplanner Role at Ortus PSRWe are seeking a skilled Paraplanner to join our team at Ortus PSR in Brighton. As a Paraplanner, you will play a vital role in supporting our Financial Advisers in providing exceptional client service.Key Responsibilities:Client File Management: Ensure accurate and up-to-date client files, including compliance paperwork and...
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Financial Planning Specialist
2 days ago
Hove, Brighton and Hove, United Kingdom Ortus PSR Full timeParaplanner Role at Ortus PSRWe are seeking a skilled Paraplanner to join our team at Ortus PSR in Brighton. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service.Key Responsibilities:Client File Management: Ensure accurate and up-to-date client files, including compliance paperwork and...
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Financial Planning Specialist
2 days ago
Hove, Brighton and Hove, United Kingdom Ortus PSR Full timeParaplanner Role at Ortus PSRWe are seeking a skilled Paraplanner to join our team at Ortus PSR in Brighton. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service.Key Responsibilities:Client File Management: Ensure accurate and up-to-date client files, including compliance paperwork and...
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Financial Planning Specialist
1 day ago
Hove, Brighton and Hove, United Kingdom Ortus PSR Full timeParaplanner Role at Ortus PSRWe are seeking an experienced Paraplanner to join our dynamic and forward-thinking IFA business in Brighton. As a key member of our team, you will play a vital role in supporting our Financial Advisers in delivering exceptional client service.Key Responsibilities:Client File Management: Ensure accurate and up-to-date client...
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Financial Planning Specialist
23 hours ago
Hove, Brighton and Hove, United Kingdom Ortus PSR Full timeParaplanner Role at Ortus PSRWe are seeking an experienced Paraplanner to join our dynamic and forward-thinking IFA business in Brighton. As a key member of our team, you will play a vital role in supporting our Financial Advisers in delivering exceptional client service.Key Responsibilities:Client File Management: Ensure accurate and up-to-date client...
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Associate Paraplanner
3 weeks ago
Brighton and Hove, United Kingdom Ortus PSR Full timeOur client is a leading independent financial advisory (IFA) company dedicated to providing exceptional financial planning and investment management services. With a strong commitment to professionalism and client satisfaction, the company prides itself on its collaborative culture, where employees are encouraged to grow and develop their careers....
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Paraplanner (hybrid)
3 weeks ago
Brighton and Hove, United Kingdom Reset Recruitment Ltd Full timeParaplanner Location: Hove Salary: £38k - £45k DOE + Great benefit package Hours: Full time Mon-Fri 9am - 17.30pm (hybrid 2 days office 3 days remote - after initial office training of 2 weeks.) Are you looking for a new role as a Paraplanner within an organisation that values its staff and offers further study and career progression? Do you want to work...
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Technical Paraplanner
3 weeks ago
Brighton and Hove, United Kingdom Ortus PSR Full timeJoin our dynamic and forward-thinking IFA business in Brighton as an experienced Paraplanner! Enjoy a competitive salary of up to £45,000, excellent company benefits, and the chance to thrive within a growing team. If you are a dedicated, proactive, and independent professional, this opportunity is perfect for you. Role Purpose: As a Paraplanner, you'll...
