JOB DESCRIPTION

Verso Wealth Management are looking to recruit an experienced Paraplanner to join their growing business based in the heart of Hove.
The successful candidate will have the right mix of hard work and shining personality to thrive within this growing business. You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business.
With a competitive salary of up to £45,000 and other company benefits, we are looking for a committed, forward thinking and independent candidate to join our team. Knowledge of Intelligent Office would be a distinct advantage.

EXPERIENCE

• Experience in assisting financial advisers preparing cash flow models, and drafting personalised financial plans based on client needs.
• Hands-on experience researching and comparing financial products, analysing investment options, and understanding tax implications to support adviser recommendations.
• Client Interaction experience
• Knowledge of Regulatory Requirements
• Extensive use of financial planning software

QUALIFICATIONS

• Level 4 or equivalent – working towards level 6

TECHNICAL KNOWLEDGE

To succeed in this role, you will have good technical knowledge and a deep understanding of financial products and compliance regulations.These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill set and competence as the company may require.
Salary: Up to £45,000.00 /year
Please note: Salary will be based on experience and qualifications.
Company Benefits: 25 days holiday + bank holidays, company paid eye tests & flu jabs, death in service x3 annual salary, pension is a matched 3% and the offer of salary sacrifice. Currently working from home 3 days per week.
Job Types: Full-time, Permanent
Job Types: Full-time, Permanent
Pay: £40,000.00-£45,000.00 per year

Benefits:

• Company pension
• Life insurance
• Work from home

Application question(s):

• Will you be able to reliably commute to our Hove office (BN3 2AF) 2 days per week?

Experience:

• Paraplanning: 2 years (required)

Work Location: Hybrid remote in Hove, BN3 2A

PURPOSE

The purpose of a Paraplanner is to provide essential technical and administrative support to financial advisers, helping to create accurate, compliant, and effective financial plans for clients.
The Paraplanner will handle much of the behind-the-scenes work, allowing advisers to focus on client relationships and strategic advice.
Paraplanners conduct in-depth research on financial products, tax implications, investment strategies, and other relevant factors to support the financial adviser’s recommendations. They help to prepare detailed financial plans, including cash flow analysis, retirement projections, investment strategies, and protection solutions, ensuring all advice is tailored to the client’s specific needs and objectives.
At Verso Wealth Management paraplanners help simplify complex financial concepts for advisers, ensuring clear communication and understanding between the client and the adviser.