Average Paraplanner salary in West Sussex

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 appropriateReview client objectives ensuring they are clear, concise and achievable when compare against the client's financial circumstanceProvide research and analysis of investment funds and financial products, whilst considering the client objectivesConduct fund researchPrepare financial plans, clearly outlining the client's current position, where they need to be and how they will get thereObtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice providedLiaise with product providers/third parties regarding any technical queries The ideal candidate will: Level 4 diploma qualified Good understanding of the financial planning processStrong interpersonal skills, both written and verbal communicationCustomer service skills - providing an excellent service to the Adviser and clientExcellent planning and organisational skillsAbility to work effectively to deadlinesAccuracy and attention to detail to balance demands of role Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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 appropriateReview client objectives ensuring they are clear, concise and achievable when compare against the client's financial circumstanceProvide research and analysis of investment funds and financial products, whilst considering the client objectivesConduct fund researchPrepare financial plans, clearly outlining the client's current position, where they need to be and how they will get thereObtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice providedLiaise with product providers/third parties regarding any technical queries The ideal candidate will: Level 4 diploma qualifiedGood understanding of the financial planning processStrong interpersonal skills, both written and verbal communicationCustomer service skills - providing an excellent service to the Adviser and clientExcellent planning and organisational skillsAbility to work effectively to deadlinesAccuracy and attention to detail to balance demands of role Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.They are looking for an individual that ideally holds their level 4 diploma and has experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriateReview client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstanceProvide research and analysis of investment funds and financial products, whilst considering the client objectivesConduct fund researchPrepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get therePreparation of fund switch and encashment letters according to advice providedObtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate sourceLiaise with Product Providers / Third Parties regarding any technical queries The ideal candidate will: Level 4 diploma qualifiedGood understanding of the Financial Planning processStrong interpersonal skills, both written and verbal communicationCustomer service skills - providing an excellent service to the adviser and clientExcellent planning and organisational skillsAbility to work effectively to deadlinesAccuracy and attention to detail to balance demands of role This is a superb opportunity for a Paraplanner to join a firm where they offer hybrid working and a genuinely supportive environment with exceptional career progression opportunities. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.