Paraplanner
Location: Hove
Salary: £38k - £45k DOE + Great benefit package
Hours: Full time Mon-Fri 9am - 17.30pm (hybrid 2 days office 3 days remote - after initial office training of 2 weeks.)
Are you looking for a new role as a Paraplanner within an organisation that values its staff and offers further study and career progression? Do you want to work for a reputable and expanding organisation that offers a friendly and professional working environment? If so, I have a great opportunity for an experienced Paraplanner to join my client’s well-established organisation partly based out of their Hove offices.
You will already have a proven background within an IFA/Wealth Management within an organisation as a Paraplanner and ideally be diploma level 4 qualified.
Responsibilities:
* Supporting the financial advisers in pensions, mortgages, general insurance, tax, and investment management.
* Preparing and maintaining client files.
* Compiling financial plans.
* Attending client meetings.
* Preparing recommendations and comparisons for analysis by the planner.
* Prepare suitability letters.
* Complete application and proposal forms.
* Ensure all compliance paperwork is in order.
* Act as main point of contact for queries from clients and other parties.
* Review investment portfolio, asset allocation, risk profile etc.
* Carry out research and analyse products and services.
* Propose and draft financial solutions to meet client’s goal and objectives.
* Adhere to FCA rules and regulations.
The right candidate will have the following skills and experience to apply:
* Ideally level 4 diploma qualified.
* Proven paraplanning experience.
* Excellent knowledge of FCA rules and guidance.
* Highly analytical and well organised.
* Excellent IT skills and ideally knowledge of Intelligent Office.
* Strong work ethic with the ability to meet strict deadlines.
This is a great opportunity to join a dynamic and forward-thinking IFA business, send your CV as soon as possible so you do not miss out on the opportunity!