Paraplanning Professional
4 weeks ago
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
- Minimum 2 years' experience in Paraplanning within an IFA environment
- Level 4 qualification (CII Diploma in Regulated Financial Planning) or equivalent
- Intelligent Office experience
- 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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Financial Planning Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Reed Full timeReed Financial Services is seeking a skilled Paraplanning Support Professional to join their dynamic team at a leading financial advice network.Key responsibilities include:Providing comprehensive paraplanning support across various financial planning areas, including pensions, investments, protection, inheritance tax, and cashflow planning.Liaising with...
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Financial Services Professional
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Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeJob Title: Independent Financial AdvisorJoin a leading boutique firm in Horsham, West Sussex, as an Independent Financial Advisor. Our award-winning company provides independent advice on pensions, retirement planning, investments, savings, and a full range of financial planning solutions.The RoleAs an Independent Financial Advisor, you will be reporting to...
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Financial Services Professional
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Senior Financial Planning Specialist
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Horsham, West Sussex, United Kingdom Reed Full timeParaplanner RoleReed Financial Services is seeking a skilled Paraplanner to join our dynamic team at a leading financial advice network.Key Responsibilities:Provide high-level paraplanning support to IFAs, ensuring timely and accurate service delivery.Liaise with product and fund providers to gather necessary data and understand technical matters.Deliver...
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Senior Financial Planning Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Reed Full timeParaplanner RoleReed Financial Services is seeking a skilled Paraplanner to join our dynamic team at a leading financial advice network.Key Responsibilities:Provide high-level paraplanning support to IFAs, ensuring timely and accurate service delivery.Liaise with product and fund providers to gather necessary data and understand technical matters.Deliver...
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Financial Planning Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Reed Full timeParaplanner Role at Reed Financial ServicesReed Financial Services is seeking a skilled Paraplanner to join their dynamic team at a leading financial advice network.Key Responsibilities:Provide comprehensive support to financial planners across various areas, including pensions, investments, protection, and cashflow planning.Liaise with product providers to...
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Financial Planning Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Reed Full timeParaplanner Role at Reed Financial ServicesReed Financial Services is seeking a skilled Paraplanner to join their dynamic team at a leading financial advice network.Key Responsibilities:Provide comprehensive support to financial planners across various areas, including pensions, investments, protection, and cashflow planning.Liaise with product providers to...
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Administrative Assistant
4 weeks ago
Horsham, West Sussex, United Kingdom Reed Full timePart-time Administration OpportunityWe are seeking a highly organized and efficient individual to join our team as a part-time administration assistant. As a key member of our team, you will be responsible for providing administrative support to our department, ensuring the smooth operation of our office.Key Responsibilities:Assist with incoming calls and...
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Administrative Assistant
4 weeks ago
Horsham, West Sussex, United Kingdom Reed Full timePart-time Administration OpportunityWe are seeking a highly organized and efficient individual to join our team as a part-time administration assistant. As a key member of our team, you will be responsible for providing administrative support to our department, ensuring the smooth operation of our office.Key Responsibilities:Assist with incoming calls and...
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Administrative Assistant
4 weeks ago
Horsham, West Sussex, United Kingdom Reed Full timePart-time Administration OpportunityWe are seeking a highly organized and efficient individual to join our team as a part-time administration assistant. As a key member of our team, you will be responsible for providing administrative support to our Pension and Investment team.Key Responsibilities:Assist with incoming calls and manage incoming post for the...
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Administrative Assistant
4 weeks ago
Horsham, West Sussex, United Kingdom Reed Full timePart-time Administration OpportunityWe are seeking a highly organized and efficient individual to join our team as a part-time administration assistant. As a key member of our team, you will be responsible for providing administrative support to our Pension and Investment team.Key Responsibilities:Assist with incoming calls and manage incoming post for the...
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Chartered Financial Planner
5 months ago
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Chartered Financial Planner
5 months ago
Horsham, United Kingdom Schroders Full timeWe are seeking an experienced and motivated Chartered Financial Planner to join our team in Horsham. As a Chartered Financial Planner, you will play a pivotal role in helping our clients achieve their financial goals by providing comprehensive, and ethical financial planning services. **Who we're looking for** Following considerable growth in our business,...