Paraplanner - Horsham

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 - 5pm
Location: Horsham Office
Holiday: 23 days plus bank holidays increasing each year until 25 days
Salary - £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:

• Previous experience in a financial planning or wealth management firm
• Knowledge & experience of wide range of financial services products
• Confidence in determining the advice journey.
• Strong analytical skills with attention to detail
• Excellent written and verbal communication skills
• Ability to prioritise tasks and manage time effectively.