My client is an extremely successful wealth management practice, with a team of experienced specialist expertise, who provides help to clients to better their financial position.
My client is looking to expand their team and seeking an experienced Paraplanner to join their Horsham team. Ideal candidates will come from an experienced background in paraplanning.
Duties as followed:
Researching and writing suitability reports
Duties supporting advisers
Undertake product and financial planning research
Be able to manage the planning workflow
Delegate and communicate clearly with advisers and administrators
Communicate with clients and third parties
Develop and maintain all processes relevant to technical support
Skills / Experience Required:
Level 4 Diploma in Financial Planning, or Para-planning equivalent to work towards Level 4 once in the role.
Experience within an IFA firm
Excellent planning skills including report-writing skills
Good technical skills of using technical financial planning tools
Time management and accuracy skills
Good communication skills, verbal and written
This is an excellent opportunity for an experienced Paraplanner to join a successful wealth management practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.