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Additional Resources

Brighton / Global

Paraplanner

Job Summary

Job Level:
Entry Level
Benefits:
Pension Referral Life Insurance
Apply Now

Job Description

As a Paraplanner, you will support financial planners by preparing reports, conducting research, and ensuring compliance and accuracy across client documentation.

You will be responsible for:

  • Ensure client records are accurate and up to date within office systems.
  • Communicate with clients to gather required information and clarify details.
  • Work closely with team members to optimise financial planning processes.
  • Manage multiple tasks efficiently, meeting deadlines through effective time management.
  • Provide exceptional customer service by responding to client inquiries and concerns promptly.

What we are looking for:

  • Previously worked as a Paraplanner or in a similar role.
  • At least 2 years’ experience in paraplanning.
  • Level 4 qualified in Paraplanning.
  • Excellent report-writing abilities and attention to detail.
  • Skilled in Microsoft Outlook and general office software.
  • Strong communication and organisational skills.

What’s on offer:

  • Company pension
  • Life insurance
  • Referral programme
  • Financial planning services

Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.

Seniority level

Entry level

Employment type

Full-time

Job function

Consulting, Customer Service, and Administrative

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