Paraplanner/Trainee IFA

Paraplanner/Trainee IFA

Location: Lewes, East Sussex

Salary: Up to £45,000

Are you an experienced Paraplanner looking to join a professional, client-focused financial planning firm where your expertise is valued and your career can continue to develop?

We're recruiting on behalf of a well-established and highly respected Independent Financial Planning practice that is committed to delivering outstanding advice and exceptional client service. This is an excellent opportunity to become part of a collaborative team, working closely with Financial Advisers and fellow Paraplanners in a supportive and technically focused environment. In addition, they want someone who wants to develop into being an adviser. There is a plan for this to happen within 18 months to 2 years.

The Role

As a Paraplanner, you'll play a key role in supporting Financial Advisers by producing high-quality technical documentation, carrying out research, and helping to deliver tailored financial planning solutions for clients.

You'll enjoy a varied role where you'll be involved in:

• Preparing suitability reports and technical documentation.
• Conducting research across pensions, investments and protection products.
• Producing financial analysis and supporting recommendations.
• Preparing post-meeting documentation, including fund switches and wi...