Arguably the leading regional Wealth Planning business in Sussex requires an experienced Paraplanner to join an established team supporting some of the markets leading Independent Financial Planners.
Work within a team of 3 Paraplanners supporting the Directors and Chartered Financial Planners of the firm.
Advice is carried out on a fee basis within the Wealth and Pensions market and you will support this by taking fact find, meeting notes and general guidance from the consultants to prepare reports/recommendations.
Ensure client information is analysed and suitable advice is provided..
Undertake sufficient product, investment and market research.
Ensure relevant CPD is maintained and recorded accurately.
Maintain an up to date with all relevant products, legislative or technical changes.
Skills and experience
A minimum of 2 years experience as a Paraplanner
Diploma in Financial Planning or working towards with a good understanding of the advice process
Understanding the use of fact finding, attitude to risk, analytical tools and report preparation.
An understanding of asset allocation; Cashflow modelling, Avelo Exchange (or similar); Wrap and Investment platform systems
A good knowledge and understanding of the investment, pension and protection products and taxation
The company offers a competitive basic salary, benefits and discretionary annual bonus (typically 5% of salary)
For more detail contact Nick Tagg at Search Consultancy on or email
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.