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Location: HAYWARDS HEATH, WEST SUSSEX Salary: 38000 - 43000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 25 days ago Reference: 3058696
Our client offer a wide range of services including inheritance tax planning, investment strategy. As you know we are committed to both personal and career development and have a clear progression framework for our Paraplanners in place.

Another great thing about our client is that we can be flexible in terms of location, if a candidate needs to work from home a few days per week then we are happy to accommodate this. However, when required they will need to travel to the office so we can offer a part home, part office based.

• To deliver high quality reports in a timely manner to our clients while embracing the company’s core values of Honesty & Integrity, Excellence, Focus and Team Spirit
• To become a recognised centre of excellence within the business and the wider Financial Services industry, through delivering high quality reports in a timely manner
• Accurately and efficiently support the Private Client Advice team to enable the achievement of targets
• Follow procedures as set out in the Wealth Planning Procedures Handbook. Flag areas where process is missing or existing process is inefficient
• Ensure cases are referred to Planning Standards/Manager where appropriate to mitigate risk to the business and ensure quality is maintained
• Regularly participate in team meetings, including highlighting issues and owning actions through to resolution
• Assist with any new business initiatives, as required
• Proactive in suggesting improvements for the continuing progression of the team and Company
• Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log
Assist with research and surveys, however conducted
• Participate in project work where applicable
• Actively work with other departments, for example Planning Standards Team and Compliance, to ensure all work meets Company standards
• Actively work with other departments, for example Planning Standards Team and Compliance, to improve working processes
• If holding a specialist license (Personal Injury, Corporate and Tax Led), provide specialist research and report writing support in the areas of specialism and licences held

The teams are busy -  but equally  fun and friendly. All office locations get involved in charity days and have a good work life balance. Candidates must be level 4 qualified and ideally have 2 years paraplanning experience. If a candidate loves research, cash flow modelling, tax, pensions then this role will be ideal but not a deal breaker

please apply online or send your cv to me direct

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