Paraplanner - Horsham

2 weeks ago

Horsham, United Kingdom Blakemore Recruitment Full time

Blakemore Recruitment is working with an IFA to recruit an experienced paraplanner to work with their successful advice team in Horsham.

This is a forward-thinking company that looks after their employees and supports them in their career development by providing study support. They have an excellent reputation in the industry and deal with both private and corporate clients.

As a paraplanner you will be responsible for preparing reports and recommendations, working with the adviser and occasionally attending client meetings, updating client files and preparing any correspondence. Strong market awareness is essential as are excellent communication skills as you will be the first point of contact for any client queries.

Suitable applicants will currently be working within an IFA as a paraplanner, be level 4 qualified or working towards this with the aim to achieve chartered status.

  • Pension Paraplanner

    15 hours ago

    Horsham, West Sussex, United Kingdom Capio Recruitment Full time

    Job Title: Senior Paraplanner Location: Horsham area An independent financial planning firm located in the Horsham area, dedicated to building well established relationships with clients to empower them to achieve their financial goals. Join a close knit team who are committed to providing exceptional service in order to guide clients towards a fulfilling...

  • Pension Paraplanner

    3 weeks ago

    Horsham, West Sussex, United Kingdom Capio Recruitment Full time

    Job Title: Senior Paraplanner Location: Horsham area An independent financial planning firm located in the Horsham area, dedicated to building well established relationships with clients to empower them to achieve their financial goals. Join a close knit team who are committed to providing exceptional service in order to guide clients towards a fulfilling...

  • Paraplanner

    5 days ago

    Horsham, United Kingdom Reset Recruitment Ltd Full time

    **Paraplanner** **Salary: £36k - £38k + great benefit package** **Location: Horsham (Fully remote if required but will need to come into the office for the 1st week and then come into the office every 3 months)** **Hours: Mon-Fri - 9am - 5pm** Have you got a proven paraplanning background or are looking to progress into a paraplanning role and have a...

  • Technical Financial Services Administrator Full

    6 days ago

    Horsham, United Kingdom First Recruitment Services Full time

    **Pension & Investments** - Chasing providers for product information - Trades - placing, chasing and updating clients/advisers such as fund switch and Bed to ISA - Preparing review pack, including valuations using excel and FE Analytics - To assist paraplanners with wealth suitability reports when required **Life Protection** - Drafting of suitability...