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Experienced Paraplanner Wanted for Thriving IFA Business

2 months ago


Horsham, West Sussex, United Kingdom Astral Recruitment Full time

Job Opportunity: Our client, a successful local business, is seeking an experienced Paraplanner to join their team in a dynamic IFA environment.

About the Role: As a Paraplanner, you will be part of a team supporting successful IFA's, providing administrative support and ensuring the smooth operation of the business.

Key Responsibilities:

  • Supporting IFA's in the preparation of financial plans and reports
  • Providing administrative support to the team, including data entry and document management
  • Assisting in the development and implementation of business processes and procedures

Requirements: The ideal candidate will have experience working in an IFA environment, with a strong understanding of financial planning and administration. You will be a team player, with excellent communication and organizational skills.

What We Offer: Our client is happy to pay a competitive salary, dependent on experience and qualifications. After initial training, the client will allow remote working, but you will still need to be accessible to the local office.