Job Description Paraplanner Hybrid (3 days in office, 2 WFH) This is a great opportunity for a Diploma-qualified paraplanner to progress their career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to business success and will enable us to continue to deliver an excellent quality of service to our growing client base and support to our financial advisers. We are seeking a detail-oriented and analytical Paraplanner to join our team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to our clients. Conduct comprehensive financial analysis to assist in the development of financial plans. Gather and organise client financial information, including income, expenses, assets, and liabilities. Use financial planning software to model various scenarios and projections. Prepare and review investment proposals and reports for clients. Collaborate with advisors to develop and implement customised financial strategies. Stay abreast of industry trends, regulations and changes in financial markets. Research financial products and investment opportunities. Ensure compliance with regulatory requirements and company policies. Ensuring all tasks are carried out within FCA regulatory requirements. Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process. Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company. Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable). Ability to perform basic tax calculations. Experience in maintaining good working relationships in the delivery of financial advice services or a similar environment. Competent IT skills, including Word, Excel and Outlook. Experience in using financial services back-office systems (Genovo and/ or Intellliflo Office) to perform roles and manage client data efficiently and consistently in line with internal processes. Financial skills Ability to analyse financial issues and offer sound, reliable and professional advice. Ability to collate and present financial information. Ability to understand and analyse financial and non-financial data. Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels. The personal qualities and skills that promote open and constructive relations with colleagues and customers.
Paraplanner (Pensions Management) in Hove employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
