Experienced Paraplanner

Location: Worthing

Carpenter Box Financial Advisers provides an integrated financial and tax advice service. Our experienced financial advisers work very closely with our professional tax advisers to provide a fully comprehensive wealth management solution.

We work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we have a range of solutions to meet your needs.

We proactively work with clients to develop a strategic approach to ensure clients meet their financial objectives. We put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future.

We currently have an opportunity for an experienced Paraplanner to join our team. After the initial training in the Worthing office, the successful candidate can be based in our offices on a hybrid basis. Travel to the Worthing office is required to attend team meetings. The successful candidate will be working closely with our Financial Advisers and Sales Support teams.

What we can offer you:

  • A competitive salary
  • Working in a relaxed, friendly, modern environment
  • Long term prospects and career progression
  • Paid overtime or time off in lieu if you work over your contracted hours
  • 4% employer pension contributions
  • Access to the Lifestyle hub which offers discounts for high street and online shops
  • Relaxed dress code policy
  • Life Assurance
  • WPA Cash Plan (after a qualifying period)
  • Support packages can be discussed for employees wishing to undertake professional qualifications relevant to their role

The role would include

  • Preparing and maintaining client files,
  • Preparing and implementing recommendations
  • Ensuring all compliance paperwork is present
  • Due diligence associated to the investment committee
  • Assisting in providing technical support
  • Coaching of team members
  • Writing reports based on client’s requirements
  • Being a point of reference for advisers
  • Consistently researching and reviewing market products available

The ideal candidate

  • Minimum of 2 years’ experience in a paraplanning role preparing Annual Reviews and Recommendation Reports
  • Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential)
  • Excellent organisational skills
  • Ability to work on own initiative and plan own workload
  • Thorough understanding of all compliance regulations
  • Good decision-making skills
  • Use initiative based on the findings of their research
  • Level 4 Diploma qualified or near to completing
  • Supervisory experience would be beneficial
  • Adaptable and happy to take on new challenges
  • Interest/experience in Financial Services Marketing/blog writing (preferred)
  • Interest/experience in Later Life Financial Advice / Planning (preferred)

At Carpenter Box, we recognise the positive value of diversity and promote equality. We aim at all times to recruit the person who is most suited to the job and welcome applications from people of all backgrounds, regardless of age, race, disability, religion/belief, sexual orientation, gender reassignment, marriage or civil partnership, pregnancy/maternity, or gender, particularly those underrepresented throughout the finance and accounting industry.

Although this role is advertised as full time, we believe that flexibility at work can provide many significant benefits both to our colleagues and the business. We already work in a hybrid style across all offices and can support different ways of working. If you are interested and have any requirements or needs in the way you would like to work, please apply, and speak to us about this. We will consider flexible options for applicants.

If you have any questions about this role, contact HR Manager Helen Ruff for more information.

Please send your CV and cover letter below

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