SENIOR PARAPLANNER - CRAWLEY

An excellent opportunity has arisen for an experienced Senior Paraplanner to join a well-established and growing financial planning and wealth management firm based in Crawley. This role plays a key part in delivering high-quality financial planning services and supporting Financial Planners in providing comprehensive advice to clients.

 
Key Responsibilities:

-   Conduct detailed analysis of client circumstances and objectives, including the preparation of financial plans, cash flow models, and supporting reports.
-   Assist in the formulation of recommendations across investment, retirement, tax, and estate planning.
-   Ensure all client files and back-office systems are maintained to the highest compliance standards.
-   Prepare client review documentation and performance reports to support ongoing advice.
-   Liaise with clients and professional partners, ensuring a high level of service and clear communication throughout the advice process.
-   Collaborate effectively with colleagues across the business to ensure the efficient delivery of client outcomes.
 

Candidate Requirements

-   Significant experience in a paraplanning or technical support role within financial planning or wealth management.
-   Strong technical knowledge across all areas of personal finance, including pensions, investments, and taxation.
-   Sound understanding of the FCA regulatory framework and its application to independent advice.
-   Chartered or working towards Chartered status (or equivalent Level 6 qualification).
-   Excellent analytical, organisational, and communication skills.
-   Experience with trusts and investment bonds is advantageous but not essential.
 
This position offers the opportunity to join a professional, client-focused team within a respected firm. The successful candidate will benefit from a supportive working environment, continued professional development, and the chance to make a meaningful contribution to the firm’s success.

If you want to apply for this great opportunity then please email your CV to sam@artemisrecruitment.co.uk