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Financial Planning Specialist

2 months ago

Worthing, West Sussex, United Kingdom Recruit UK Full time

Job Title: Paraplanner

Location: GoringSalary: £40,000 - £55,000 (d.o.e)Employment Type: Full-time

We are seeking a skilled Paraplanner to collaborate with our clients' dynamic team. This opportunity involves working alongside financial advisers and the back office team to deliver high-quality technical support and well-researched solutions to clients.

Key Responsibilities:

  • Conduct in-depth research and analysis on financial products and strategies
  • Prepare detailed reports, including cash flow forecasts and recommendations
  • Assist in the development of financial plans tailored to individual client needs
  • Ensure all client documentation is accurate and compliant
  • Support advisers in client meetings (if required) and manage follow-up actions

Key Requirements:

  • Previous experience as a Paraplanner
  • Strong knowledge of investment, pension, and protection products
  • Ability to interpret financial information and present it clearly
  • Proficiency in financial planning software (e.g., Voyant, XPlan, or similar)
  • Relevant qualifications such as CII Diploma in Regulated Financial Planning (not necessary although desirable)

What We Offer:

  • Salary up to £55,000 (depending on qualifications/experience)
  • Continuous professional development and training opportunities
  • A supportive, collaborative working environment
  • Flexible working options, including hybrid working, holiday, pension and PMI

If you're passionate about making a meaningful impact in clients' financial journeys and are ready to grow with a reputable firm, we'd love to hear from you