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Paraplanner
Job Posted: 11 hours ago
Salary: £ 40,000 - 40,000 / Annum
Job Type: Permanent
Location: Horsham, West Sussex
Expire in: a month
Job Description
We’re looking for a meticulous and methodical Paraplanner to join a dynamic team and contribute to the delivery of high-quality financial strategies. As a Paraplanner you’ll work closely with a group of five financial consultants, supporting them in crafting tailored financial solutions and maintaining strong client relationships.
Paraplanner Responsibilities
* Partner with advisors to develop comprehensive financial strategies and investment summaries.
* Gather and interpret client financial details including earnings, expenditures, assets, debts, insurance policies, and investment portfolios.
* Build financial forecasts, retirement planning models, and protection assessments using tools such as Voyant.
* Research financial products and investment options to support advisor recommendations.
* Ensure all advice and documentation align with regulatory guidelines and internal compliance standards.
* Keep client profiles and planning data current within CRM and financial software systems.
* Assist with administrative tasks to ensure smooth advisor operations.
Skills & Experience
* Experience working in financial advisory or wealth management environments.
* Familiarity with a broad spectrum of financial products and services.
* Ability to map out the client advice process confidently.
* Strong analytical thinking and precision in handling data.
* Excellent communication skills, both written and spoken.
* Capable of managing multiple priorities and deadlines effectively.
Benefits
* Death in Service.
* Income Protection cover.
* Discretionary bonus.
* Pension plan.
Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancyBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Horsham, West Sussex! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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