Paraplanner - Brighton
3 days ago
Paraplanner - Brighton Our client is seeking a detail-oriented and analytical Paraplanner to join their national team. In this role, you will work closely with financial advisors to support the financial planning process and ensure the delivery of high-quality advice to clients. Duties and Responsibilities Conduct comprehensive financial analysis to assist in the development of financial plans. Gather and organise client financial information, including income, expenses, assets, and liabilities. Use financial planning software to model various scenarios and projections. Prepare and review investment proposals and reports for clients. Collaborate with advisors to develop and implement customized financial strategies. Stay abreast of industry trends, regulations, and changes in financial markets. Conduct research on financial products and investment opportunities. Ensure compliance with regulatory requirements and company policies. Maintain accurate and up-to-date client records. Company Compliance Ensuring all tasks are carried out within FCA regulatory requirements. Notifying advisers of any complaints receive and following appropriate procedures within complaints handling process. Recording all correspondence. Ensuring that all dealings with clients are of an appropriate and entirely factual nature. Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company. Qualifications To hold or be working towards the CII Level 4 Diploma. Desire to work towards Chartered status will be fully supported. You will have a minimum of 5 GCSEs grades 9-4 (A C) or equivalent Maths and English. Knowledge and experience Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable). Ability to perform basic tax calculations. Experience of maintaining good working relationships in the delivery of financial advice services or similar environment. Ability to acquire, update and apply new skills and knowledge. Set own goals and want to deliver agreed targets. Competent IT skills, including Word, Excel and Outlook. Experience in using financial services back-office systems (Genovo and / or Intellliflo Office) to perform role and manage client data efficiently and consistently in line with internal processes. Financial Skills Ability to analyse financial issues and offer sound, reliable and professional advice. Ability to assess information, make comparisons and identify critical features. Ability to collate and present financial information. Ability to understand and analyse financial and non-financial data. Personal Skills Communication : Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels. Team working : Ability to contribute as part of a team, and deal with individuals at all levels within the business. Professional integrity : The strength of character to explain a professional point while having empathy with a customer. Relations with others : The personal qualities and skills that promote open and constructive relations with colleagues and customers. Flexibility : The flexibility for and commitment to continual service development and improvement. Be able to work within defined business processes. #J-18808-Ljbffr
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Paraplanner - Brighton
3 days ago
Brighton, United Kingdom Artemis Recruitment Consultants Full timeParaplanner - Brighton Our client is seeking a detail-oriented and analytical Paraplanner to join their national team. In this role, you will work closely with financial advisors to support the financial planning process and ensure the delivery of high-quality advice to clients. Duties and Responsibilities: Conduct comprehensive financial analysis to assist...
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Paraplanner
2 weeks ago
Brighton, United Kingdom IDEX Consulting Full timeAn opportunity has become available for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.They are looking for an individual that ideally holds their level 4 diploma and has experience as a Paraplanner as you will be supporting...
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Paraplanner
11 hours ago
Brighton, United Kingdom Ortus PSR Ltd. Full timeShape Your Future in Financial Planning – Career-Building Paraplanner Role in Haywards HeathJob Title: Paraplanner – Wealth Management (Part-Qualified, Brighton)Looking to grow your Paraplanning career in a supportive, ambitious environment that invests in your future? This opportunity in Haywards Heath offers more than just a role – it’s a pathway...
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Financial Planning Administrator
2 weeks ago
Brighton, United Kingdom Eden Rose Full timeJob DescriptionIFA Administrator – Brighton£26,000 – £35,000A well-established Financial Planning firm in Brighton is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional...
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Administrator Investments
7 days ago
Brighton, United Kingdom Tate Full timeThe Administrator, Brighton, East Sussex will be supporting the Paraplanners, acting as a key point of contact for clients and a variety of duties to include: - Responsible for the timely creation and ongoing update of accurate client records, both personal/fact find details and investment details within Intelligent Office. - Ensure that basic client...
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Financial Adviser
3 days ago
Brighton, United Kingdom Artemis Recruitment Consultants Full timeFinancial Adviser - Brighton Our client is looking for a Financial Adviser to deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to deliver their financial objectives and to drive new business from existing clients and acquisitions. Duties & Responsibilities Client Discovery &...
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Financial Planning Administrator
2 weeks ago
Brighton, United Kingdom Eden Rose Full timeOverviewIFA Administrator – BrightonSalary: £26,000 – £35,000About the roleA well-established Financial Planning firm in Brighton is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and...
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Financial Planning Administrator
2 weeks ago
Brighton, East Sussex, United Kingdom Eden Rose Full timeIFA Administrator – Brighton £26,000 – £35,000 A well-established Financial Planning firm in Brighton is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The...
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Independent Financial Advisor
7 days ago
Brighton, United Kingdom Financial Careers Ltd Full timeOur client is a leading independent financial planning firm is dedicated to helping clients with their financial planning, through quality service and advice with offices in London and Sussex. They provide financial advice services to individuals and businesses throughout the UK to managing the private wealth of individuals to setting up large Employee...
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Client Relationship Manager
3 days ago
The City of Brighton and Hove, Brighton and Hove, United Kingdom KMK Recruitment Full time £25,000 - £40,000 per yearWe're Hiring: Client Relationship Manager – Hove, Brighton KMK are super excited to be working with an established and well respected Wealth Management Firm in Brighton who help individuals navigate their financial journeys with confidence. A growing and dynamic team, they are looking for a dedicated professional to support their advisers and ensure a...
