Paraplanner
other jobs Ortus PSR
Added before 9 Days
- England,South East,East Sussex
- full-time
- £40,000 - £49,000 per annum
Job Description:
Elevate Your Career: Paraplanner Role in Brighton & Hove – Hybrid Work & Exceptional Growth Opportunities
Are you ready to take the next step in your career as a Paraplanner? A leading IFA firm with multiple offices across the South East is looking for a skilled Paraplanner to join their growing team in Brighton & Hove.
Why Join Them?
This respected Independent Financial Advisory firm offers a collaborative and growth-oriented work environment. They are now seeking a Paraplanner to support their expanding business. Known for their hybrid working model and focus on employee development, this is an excellent opportunity to work within a firm committed to fostering both personal and professional growth.
What’s on Offer:
* A competitive salary of up to £49,000, reflecting the candidate’s skills and expertise.
* The opportunity to collaborate with a team of 10 highly experienced Paraplanners across the UK.
* A people-focused Manager based in their Hove office, offering guidance and support.
* Exposure to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, providing valuable experience in financial planning for affluent clients.
* A flexible hybrid working model that promotes a healthy work-life balance.
* Clear career progression pathways, including opportunities to advance into Technical Paraplanning or Advising roles.
Key Responsibilities:
* Providing technical support and guidance in the formulation of client advice.
* Conducting in-depth research and analysis of investment funds and financial products.
* Preparing detailed financial plans that align client goals with their financial objectives.
* Working closely with financial planners to ensure all client-facing reports are accurate and aligned.
* Playing a crucial role in project-based work, including assisting with the integration of new teams into the firm.
Ideal Candidate Profile:
* An experienced Paraplanner with a solid understanding of Investments and Pensions.
* Familiarity with the full Financial Planning process.
* Strong analytical and communication skills, with the ability to present complex information clearly.
* Excellent interpersonal skills, with a client-focused approach.
Shape the Future of Financial Planning
This role offers the chance to join a leading firm and contribute to the future of financial planning. If you’re ready to make a meaningful impact and grow within an organisation that invests in its people, apply now to take the next step in your Paraplanning career.
Are you ready to take the next step in your career as a Paraplanner? A leading IFA firm with multiple offices across the South East is looking for a skilled Paraplanner to join their growing team in Brighton & Hove.
Why Join Them?
This respected Independent Financial Advisory firm offers a collaborative and growth-oriented work environment. They are now seeking a Paraplanner to support their expanding business. Known for their hybrid working model and focus on employee development, this is an excellent opportunity to work within a firm committed to fostering both personal and professional growth.
What’s on Offer:
* A competitive salary of up to £49,000, reflecting the candidate’s skills and expertise.
* The opportunity to collaborate with a team of 10 highly experienced Paraplanners across the UK.
* A people-focused Manager based in their Hove office, offering guidance and support.
* Exposure to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, providing valuable experience in financial planning for affluent clients.
* A flexible hybrid working model that promotes a healthy work-life balance.
* Clear career progression pathways, including opportunities to advance into Technical Paraplanning or Advising roles.
Key Responsibilities:
* Providing technical support and guidance in the formulation of client advice.
* Conducting in-depth research and analysis of investment funds and financial products.
* Preparing detailed financial plans that align client goals with their financial objectives.
* Working closely with financial planners to ensure all client-facing reports are accurate and aligned.
* Playing a crucial role in project-based work, including assisting with the integration of new teams into the firm.
Ideal Candidate Profile:
* An experienced Paraplanner with a solid understanding of Investments and Pensions.
* Familiarity with the full Financial Planning process.
* Strong analytical and communication skills, with the ability to present complex information clearly.
* Excellent interpersonal skills, with a client-focused approach.
Shape the Future of Financial Planning
This role offers the chance to join a leading firm and contribute to the future of financial planning. If you’re ready to make a meaningful impact and grow within an organisation that invests in its people, apply now to take the next step in your Paraplanning career.
Job number 1601267
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Ortus PSR
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