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West Grinstead, United Kingdom Appointed ltd Full time

**My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.**

My client is seeking a Experienced Paraplanner to be based in West Grinstead, paying £35,000 - £50,000 based on qualifications and experience plus an array of benefits including Pay rise after successful completion of 6-month probation period, Annual payrises, Structured pay rises based upon exam success, 20 days holiday per annum plus bank holidays & Christmas shutdown (circa 1 week),Work pension scheme, Eye care scheme & an element of flexibility around home working.
- Work side-by-side with two financial planners and our client service team
- Draft and finalise letters, suitability reports and financial plans.
- Undertake appropriate research to identify compliant solutions to allow clients achieve their life goals
- Understand compliance requirements and be dedicated to ensuring all files and documents are compliant
- Liaise with our clients and providers, solicitors, etc
- Prepare review meeting paperwork
- Update client records