Posted 22 February by Recruitment Connection



C£26,000 to C£34,000 Basic plus pension plus benefits

Information about the client:

My client is a well-established and successful IFA specialising in investments and pensions as well as mortgages and protection. In response to expansion within the department, they are looking to hire a new Paraplanner.

Responsibilities of the role as a Paraplanner:

  • Reporting to a Senior Paraplanner, you will be required to make a thorough initial assessment on each case received followed up with research on suitable products based on the clients circumstances and requirements.;
  • To ensure that every piece of research is easily accessible, you will oversee record keeping of the locations of letters of authority and research requests.

Requirements of the role as a Paraplanner:

  • The role requires an individual who has good interpersonal and communicative skills with willingness to work independently in a demanding environment;
  • Experience of Paraplanning is essential. Ideally, you will also have a Level 4 Diploma in Financial Planning or the aim to achieve this qualification soon.

Employee benefits:

  • 23 days holiday entitlement;
  • Extra holiday purchase;
  • Death In Service/Life Insurance;
  • Pension;
  • Childcare Vouchers;
  • Pension Salary Sacrifice option;
  • Free parking in Horsham;
  • Cycle to work scheme.

Ref: 4878

Required skills

  • Investments
  • Mortgage Advisor
  • Paraplanning
  • Pensions

Application question

Do you have experience working as a Paraplanner?

Reference: 33811219

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