Position: Paraplanner
Location: Horsham, West Sussex (up to 2 days per week working from home)
Minimum Requirements: Level 4 qualification (experienced Paraplanner candidates) OR willingness to study for the Level 4 qualification (trainee Paraplanner candidates)
Salary/package: £30,000-£45,000 (depending on experience) + 22 days' annual leave (rising to 25) + pension + study support + DIS + various other benefits
YOUR NEW COMPANY
Our client is a well-established, award-winning boutique IFA firm which is part of a very successful UK-wide network. The company has significant plans to grow over the next 12 months and has just started the search for a Paraplanner (trainee or experienced) to join its rapidly-expanding Administration team. The role can allow for up to 2 days per week working from home.
THE ROLE
Reporting to the firm's Paraplanner Manager, the Paraplanners' key duties will include:
- Undertaking research to reach conclusions and recommendations for clients
- Preparation of suitability letters
- Involvement in the company's research processes including platform due diligence
- Handling some client correspondence on behalf of the Financial Advisers
- Working alongside the Financial Advisers on advice strategies
- Using Intelligent Office as a back office system
REQUIREMENTS:
Candidates interested in the Paraplanner vacancy will have the following criteria:
- Ideally at least 6 months' experience as a Trainee Paraplanner OR 2 years + experience as an established Paraplanner
- Possess a Level 4 qualification OR happy to study for the Level 4 qualification
- Possess excellent communication skills
- Experience of Intelligent Office a bonus
- Live a commutable distance from Horsham
REMUNERATION / PACKAGE
The package for the Paraplanner role is as follows:
- Salary of between £30,000 and £45,000 (depending on experience)
- 22 days' annual leave (increasing 1 day per year until reaching 25 days)
- Auto-enrolment pension
- Study support
- Death in Service x 4
- Mental Health Wellbeing Scheme
- Up to 2 days per week WFH after completing probation
- Pathway to become a Financial Adviser
Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.