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.

• 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.