Job Description

Job description

I am working on a superb opportunity for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and direct support to 1 Senior Financial Planner.

They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the Financial Planner and assisting them with a range of cases including complex technical cases.

Your role will include but will not be limited to:

  • To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate
  • Review client objectives ensuring they are clear, concise and achievable when compare against the client's financial circumstance
  • Provide research and analysis of investment funds and financial products, whilst considering the client objectives
  • Conduct fund research
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