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Paraplanner

Location
Worthing, Sussex
Salary
£35,000 to £42,000
Job Type
Permanent
Posted
3 Feb 2024

Paraplanner vacancy

Our outstanding independently owned wealth management group is looking for a Paraplanner to join their fast-growing support team. The successful candidate will work alongside their Financial Advisers and existing Paraplanners.

Primary Tasks:

  • Undertake product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
  • Effectively and efficiently produce proposals, letters and suitability reports for a wide range of products, providers and funds.
  • An ability to think independently and to work outside of formal template structures is essential in formulating our highly individualised largely free-type client reports;
  • Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately;
  • Support the Head of Research and contribute to the development of processes and ideas to assist with the efficient working of the Research Team;
  • Maintain a high technical knowledge on products and processes through ongoing training and self- development. Meet quality targets, CPD and KPIs.
  • Contribute to staff meetings and process improvement sessions to help the Company achieve its goals;
  • Assist the administrative support team by providing constructive feedback and training input if required;

Skills Required:

  • Level 4 Diploma in Financial Planning or near completion of;
  • Demonstrable experience working as a Paraplanner or Adviser, preferably within an independent financial practice;
  • A detailed understanding of pensions, investments, protection and tax planning;
  • An ability to work under pressure and within tight deadlines is an absolute necessity
  • Excellent report writing and communication skills;
  • Experience with Intelligent Office and other financial advice software
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Details

  • Job Reference: 1227535683-2
  • Date Posted: 3 February 2024
  • Recruiter: Risk Free Recruitment Ltd
    Risk Free Recruitment Ltd
  • Location: Worthing, Sussex
  • Salary: £35,000 to £42,000
  • Sector: Accounting
  • Job Type: Permanent