Our client is looking for a commercially-minded and article individual to join its Technical Paraplanning Team as a Junior Paraplanner in Horsham. This will be an office-based role.
Key Responsibilities:
- Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets
- Providing technical resource to the adviser team
- Acting as an effective point of liaison between adviser and support teams
- Contributing to the continued improvement of the client experience and the firm’s knowledge base
- Collating regulatory documentation to accompany advice
In order to be able to meet the demands of the role it is anticipated that the successful candidate will:
- be qualified to Diploma level and have worked as a paraplanner previously
- have experience of dealing with the common financial planning product solutions
- be able to demonstrate their ability to work under pressure
- have day-to-day involvement with clients
- be capable of drafting concise and accurate correspondence
Support for professional study is available and the company actively encourages staff to progress their careers.