Paraplanner - Reed : Job Details

Paraplanner

• Location: Horsham (Office-based)
• Job Type: Full-time
• Salary Range: £40,000 - £45,000

Are you an experienced Paraplanner that is looking for a new challenge? My client is seeking an experienced Paraplanner to enhance their team of dedicated professionals. This role is crucial in supporting our five advisers, two of whom specialise in protection reports, by providing detailed financial planning and client service.

Day-to-Day of the Role:

• Collaborate with financial advisors to prepare comprehensive financial plans and investment reports.
• Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings.
• Utilise financial planning software (e.g., Voyant) to create retirement projections, cash flow models, and insurance analyses.
• Conduct thorough product and fund research to support robust investment recommendations.
• Ensure all planning recommendations adhere to regulatory and internal standards.
• Maintain precise and current client records in CRM and planning systems.
• Provide general administrative support to advisors as needed.

Required Skills & Qualifications:

• Previous experience in an IFA
• Familiarity with a wide range of financial services products.
• Strong analytical skills with a keen attention to detail.

Benefits:

• Full-time; Permanent
• Salary - Up to £45k
• 23 days holiday plus bank holidays, increasing annually to 25 days with service.
• Company pension scheme.
• Death in Service
• Income Protection.
• Discretionary annual bonus.
• Parking nearby

To apply for this Paraplanner position, please submit your CV below or contact Jack Hill @ Reed directly