Paraplanner

Location: West Sussex
Job Type: Permanent
Salary: £29,000 to £34,000 per annum

Our client, a financial advice business is seeking a Paraplanner to join their team in Sussex and provide technical and product support to the financial consultants throughout the sales process.


Job responsibilities:

  • Research of suitable products based on the end clients' requirements and circumstances allowing the adviser to make accurate recommendations
  • Research will be undertaken using the businesses chosen software package as well as other relevant sources of information i.e. fund information, pension comparison, exchange comparison
  • Obtain key features document, application forms and personal illustrations to aid the sign up of business and ensure there is an audit trail to justify any product selections
  • Preparation of the draft recommendation report for sign off by the adviser
  • Assist with any technical and product queries when required from other network members


Skills and experience:

  • Level 4 diploma in financial planning or close to achieving
  • Previous paraplanning experience
  • Understanding of independent versus restricted advice
  • Knowledge of research software, including; Capita Fusion, O&M, Financial Express Analytics


If you are interested in the above Paraplanner role then please apply now.

Apply for this role

Fields marked * are required

Upload your CV*

Select