An opportunity has become available for a Paraplanner in the Horsham area to join a growing financial planning firm that offers hybrid working and a superb working environment with fantastic career opportunities.
They are looking for an individual that ideally holds their level 4 diploma and has strong experience as a Paraplanner as you will be supporting experienced financial planners and assisting them with a range of cases.
Your role will include but will not be limited to:
* Assist the Financial Planners in formulating advice to the client, providing technical support and guidance where appropriate.
* Review client objectives ensuring they are clear, concise, and achievable when compared against the client's financial circumstance.
* Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
* Conduct fund research.
* Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.
* Prepare fund switch and encashment letters according to advice provided.
* Obtain applications, key features documents, factsheets, illustrations, and product comparison quotes through appropriate sources.
* Liaise with Product Providers / Third Parties regarding any technical queries.
The ideal candidate will:
* Be Level 4 diploma qualified.
* Have a good understanding of the Financial Planning process.
* Possess strong interpersonal skills, both written and verbal communication.
* Exhibit customer service skills - providing an excellent service to the adviser and client.
* Demonstrate excellent planning and organisational skills.
* Be able to work effectively to deadlines.
* Show accuracy and attention to detail to balance demands of the role.
This is a unique opportunity for a Paraplanner in the Horsham area to join a firm that offers hybrid working and a genuinely supportive environment.
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