We are currently recruiting for a Financial Planning practice based in Horsham who are looking to recruit an experienced Paraplanner to join their team.
Hours - 9am - 5pmLocation: Horsham OfficeHoliday: 23 days plus bank holidays increasing each year until 25 daysSalary - £45,000 + depending on experience.
They are looking for a Paraplanner to support two Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
Key Responsibilities:
* Analyse client information and existing investments/policies
* Write suitability reports for cases of varying complexity
* Ability to handle urgent client queries in the absence of the adviser.
* Stay up to date with industry regulations and compliance requirements.
* Tax Calculations
* Create cash flow models and projections to support financial planning using Voyant
* Work collaboratively with the team to achieve common goals and deliver exceptional client service.
* Uploading cases to XPLAN for pre-approval
Requirements:
1. Previous experience in a financial planning or wealth management firm
2. Knowledge & experience of wide range of financial services products
3. Confidence in determining the advice journey.
4. Strong analytical skills with attention to detail
5. Excellent written and verbal commu...