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Paraplanner

Location: HORSHAM, WEST SUSSEX, UNITED KINGDOM Salary: 30,000.00-39,000.00 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 24 days ago Reference: X3-237747

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.

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