Paraplanner - Financial Services

7 days ago


Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

Job Summary

We are seeking a skilled Paraplanner to join our rapidly-expanding Administration team at a well-established, award-winning boutique IFA firm. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service.

Key Responsibilities

  • Conduct thorough research to provide recommendations for clients, ensuring accurate and timely delivery of suitability letters.
  • Participate in the company's research processes, including platform due diligence, to ensure the highest standards of quality and compliance.
  • Handle client correspondence on behalf of the Financial Advisers, maintaining excellent communication and interpersonal skills.
  • Collaborate with Financial Advisers to develop advice strategies, utilizing your analytical and problem-solving skills.
  • Utilize Intelligent Office as a back office system to streamline administrative tasks and enhance productivity.

Requirements

  • Level 4 qualification or willingness to study for the qualification (trainee Paraplanner candidates).
  • Excellent research and analytical skills, with the ability to work accurately and efficiently under pressure.
  • Strong communication and interpersonal skills, with the ability to build effective relationships with clients and colleagues.
  • Proficiency in using Intelligent Office as a back office system.

What We Offer

  • A competitive salary package, including £30,000-£45,000 (depending on experience) + 22 days' annual leave (rising to 25) + pension + study support + DIS + various other benefits.
  • The opportunity to work in a dynamic and supportive team environment, with a focus on professional development and growth.


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