Paraplanner

Position: Paraplanner

Location: Horsham, West Sussex (up to 2 days per week working from home)

Minimum Requirements: Level 4 qualification (experienced Paraplanner candidates) OR willingness to study for the Level 4 qualification (trainee Paraplanner candidates)

Salary/package: £30,000-£45,000 (depending on experience) + 22 days' annual leave (rising to 25) + pension + study support + DIS + various other benefits

YOUR NEW COMPANY

Our client is a well-established, award-winning boutique IFA firm which is part of a very successful UK-wide network. The company has significant plans to grow over the next 12 months and has just started the search for a Paraplanner (trainee or experienced) to join its rapidly-expanding Administration team. The role can allow for up to 2 days per week working from home.

THE ROLE

Reporting to the firm’s Paraplanner Manager, the Paraplanners’ key duties will include:

• Undertaking research to reach conclusions and recommendations for clients
• Preparation of suitability letters
• Involvement in the company’s research processes including platform due diligence
• Handling some client correspondence on behalf of the Financial Advisers
• Working alongside the Financial Advisers on advice strategies
• Using Intelligent Office as a back office system

REQUIREMENTS:

Candidates interested in the Paraplanner vacancy will have the following criteria:

• Ideally at least 6 months’ experience as a Trainee Paraplanner OR 2 years + experience as an established Paraplanner
  
• Possess a Level 4 qualification OR happy to study for the Level 4 qualification
• Possess excellent communication skills
• Experience of Intelligent Office a bonus
• Live a commutable distance from Horsham

REMUNERATION / PACKAGE

The package for the Paraplanner role is as follows:

• Salary of between £30,000 and £45,000 (depending on experience)
• 22 days’ annual leave (increasing 1 day per year until reaching 25 days)
• Auto-enrolment pension
• Study support
• Death in Service x 4
• Mental Health Wellbeing Scheme
• Up to 2 days per week WFH after completing probation
• Pathway to become a Financial Adviser

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.