Paraplanner
7 days ago
**Job Title/Location**: Paraplanner, West Sussex/WFH
- **Salary**: £35,000 - £45,000 plus c.£2,000 bonus
- **WFH**: Role initially office based, eventually 3 days office & 2 days WFH
- **Requirements**: A Diploma qualified Paraplanner, someone keen on developing themselves towards chartered status
- **Role Snapshot**: Product research, calculations, report writing, investment research as part of the client review process, involvement in client meetings
**Great option for a Paraplanner who wants to work for a really supportive Director, someone who has a history of developing people and who has put together a professional, vibrant team.**
**The Company/Team**:Our client is a fully independent, chartered wealth management business and well respected on the South Coast. Looking to expand the business beyond the current 30-35 employees and this team has a history of people developinginto Chartered Paraplanners or Advisors.
**The Role**:This post is part of a team supporting 8-10 Advisors with the main focus being on investment and pensions business. Your responsibilities will include:
- Carrying out research on investment products, and calculations in relation to Investment Bond surrenders, Pension contributions and inheritance tax planning mitigation.
- Product research/report writing & preparing the recommendation report for sign off by the adviser.
- Deliver client research and reports using Intelligent Office to manage workflow.
- Carrying out investment research as part of the client review process, including selecting funds to build portfolio’s, managing the asset allocation within a portfolio and working off a 'Best Advice List’ of funds.
- Sitting in on client meetings and/or liaise with clients directly to assist the advisor as required.
- Professional development is encouraged and support given to cover the cost of exam sittings and the learning material.
**Additional Information**:The salary is £35,000 - £45,000 with a bonus c.£2,000 + pension scheme, 22 days holiday + 8 bank holidays and an additional day for your birthday, Group Income Protection and a staff discount scheme.
**_The Paraplanner _**_**position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field.Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time.**_
-
Paraplanner
1 day ago
Worthing, United Kingdom Recruit Wealth Full timeRecruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth...
-
Senior Paraplanner
2 weeks ago
Worthing, United Kingdom Ortus PSR Full timeParaplanner – Independent Financial Adviser Firm (Hybrid) A well-established and forward-thinking Independent Financial Advisory firm is seeking an experienced Paraplanner to join their growing team. Known for delivering bespoke financial planning and holistic wealth solutions to a diverse client base, the firm blends modern technology with personalised...
-
Paraplanner
5 days ago
Worthing, United Kingdom Perspective Financial Group Ltd Full timeOverviewWe have a fantastic vacancy for a Paraplanner to join our Worthing Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs,...
-
Paraplanner
2 weeks ago
Worthing BN JX, United Kingdom Nsure Financial Services Ltd Full time £19,600 - £48,000 per yearNsure Financial Services LtdIndependent Financial Advisers based in Central WorthingWe are a well-established, family run firm of Chartered Financial Planners dedicated to delivering high quality, client-focused financial planning. Our team prides itself on professionalism, integrity and building lasting client relationships.Role OverviewWe are seeking a...
-
Senior Paraplanner
5 days ago
Worthing, United Kingdom Appointed ltd Full time**A chartered financial planners locally are seeking a Senior Paraplanner to work closely to support a team of advisers managing £600m of client assets and trading for 33 years.** - Competitive salary range between £35,000pa-£45,000pa _ - Full time position 9-5.30pm, flexible working is an option but initially the role would be permanent in the office....
-
Financial Planning Administrator
1 day ago
Worthing, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Worthing offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their...
-
Ifa Administrator
24 hours ago
Worthing, United Kingdom Ortus PSR Full timeWe are working with a reputable firm, based locally, looking to add to their Financial Planning Support team. The firm in question are looking to add an Financial Planning Support Administrator to the team, to provide high-quality support to the firm's Financial Advisers to ensure their clients are serviced with the utmost attention. You will receive a...
-
Ifa Administrator
3 days ago
Worthing, United Kingdom Appointed Ltd Full time**Whole of market financial planning practice with a longstanding client bank of nearly 15 years are recruiting in their busy close knit team for a experienced IFA Administrator to join their team.** As the IFA Administrator you will have a key role of supporting the businesses financial planners with administration and being a key point of contact for...
-
Independent Financial Adviser Ifa
3 days ago
Worthing, United Kingdom Carlton Mays Full time**Independent Financial Adviser | £45,000 - £65,000 Basic + bonus + commissions + benefits. ALL CLIENTS PROVIDED** Carlton Mays are seeking an Independent Financial Adviser / Financial Planner for our client based at their office in Worthing. The successful applicant must hold their Level 4 qualification and preferably hold CAS although this is not...
-
Ifa Administrator
1 day ago
Worthing, United Kingdom ARC Full time**Job Title/Location**: IFA Administrator, West Sussex - **Salary**:£25,000 - £32,000 - **Requirements**: An experienced IFA or Wealth Management Administrator - **Role Snapshot**:Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance **_Excellent...