We are currently recruiting for a Financial Planning practice based in Horsham who are looking to recruit an experienced Paraplanner to join their team.
Hours - 9am - 5pm
Location: Horsham Office
Holiday: 23 days plus bank holidays increasing each year until 25 days
Salary - £45,000 + depending on experience.
They are looking for a Paraplanner to support two Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
Key Responsibilities:
- Analyse client information and existing investments/policies
- Write suitability reports for cases of varying complexity
- Ability to handle urgent client queries in the absence of the adviser.
- Stay up to date with industry regulations and compliance requirements.
- Tax Calculations
- Create cash flow models and projections to support financial planning using Voyant
- Work collaboratively with the team to achieve common goals and deliver exceptional client service.
- Uploading cases to XPLAN for pre-approval
Requirements:
- Previous experience in a financial planning or wealth management firm
- Knowledge & experience of wide range of financial services products
- Confidence in determining the advice journey.
- Strong analytical skills with attention to detail
- Excellent written and verbal communication skills
- Ability to prioritise tasks and manage time effectively.