Paraplanning Professional

4 weeks ago


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

We are seeking a skilled Paraplanner to join our rapidly-expanding team in a home-based setting. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service.

Key Responsibilities:
  • Conduct research to provide recommendations for clients
  • Prepare suitability letters and contribute to the company's research processes
  • Handle client correspondence and work closely with Financial Advisers on advice strategies
  • Utilize Intelligent Office as a back-office system
Requirements:
  • Minimum 2 years' experience in Paraplanning within an IFA environment
  • Level 4 qualification (CII Diploma in Regulated Financial Planning) or equivalent
  • Intelligent Office experience
Package:
  • Salary up to £40,000 (dependent on experience)
  • Bonus
  • 25 days' annual leave
  • Healthcare
  • Pension (5%, 5%)
  • Study support
  • Death in Service x 4

Our client is a successful, award-winning UK-wide IFA network with headquarters in Horsham, West Sussex. If you are a motivated and experienced Paraplanner looking for a new challenge, please apply with your updated CV.



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