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Paraplanner - Financial Services

2 months ago

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

Job Summary

We are seeking a skilled Paraplanner to join our team at Vision-FS Recruitment. 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
  • Prepare comprehensive suitability letters
  • Participate in the company's research processes, including platform due diligence
  • Handle client correspondence on behalf of the Financial Advisers
  • Collaborate with Financial Advisers on advice strategies
  • Utilize Intelligent Office as a back office system

Requirements

  • Level 4 qualification or willingness to study for the qualification
  • Excellent research and analytical skills
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment

What We Offer

  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment

About Us

Vision-FS Recruitment is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates.