Paraplanner

**Paraplanner**

**Salary: £36k - £38k + great benefit package**

**Location: Horsham (Fully remote if required but will need to come into the office for the 1st week and then come into the office every 3 months)**

**Hours: Mon-Fri - 9am - 5pm**

Have you got a proven paraplanning background or are looking to progress into a paraplanning role and have a proven knowledge within financial services with a great understanding of the sales process and how advice is provided to clients within a regulateddriven business?

Do you want to work for a highly reputable IFA that offers great career progression and further study? If so, this role will be ideal for you.

**Responsibilities**:

- Provide technical and product support to the consultants throughout the sales process.
- Initial assessment of the case on receipt to ensure all the required information is present.
- Research suitable products based on the client’s requirements and needs to allow the adviser to make recommendations.
- Provide the adviser with evidence of research using the company’s software.
- Prepare the draft recommendation report for sign off by the financial adviser.
- Record all administration regarding letters of authority, location, and research requests.
- Ensure full FCA compliance is adhered to.
- Assist network members with technical and product queries.
- Prepare ongoing service reports for advisers.
- Proven financial services background within paraplanning.
- Level 4 qualified or working towards it.
- Sound knowledge of research software, inclusive of Capita Fusion, Financial Express Analytics and O&M.
- Excellent communication skills with the ability to work well under pressure.
- Experience of using Intelligent office, however this is not a necessity.
- Ability to work on your own initiative.

This is a great opportunity to join a progressive organisation within a well-established organisation, to ensure that you do not miss out on the opportunity submit your CV today