Paraplanner - West Grinstead, United Kingdom - Appointed ltd

Appointed ltd

Verified Company

West Grinstead, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.

My client is seeking a Experienced Paraplanner to be based in West Grinstead, paying £35,000 - £50,000 based on qualifications and experience plus an array of benefits including Pay rise after successful completion of 6-month probation period, Annual payrises, Structured pay rises based upon exam success, 20 days holiday per annum plus bank holidays & Christmas shutdown (circa 1 week),Work pension scheme, Eye care scheme & an element of flexibility around home working.

Work sidebyside with two financial planners and our client service team
Draft and finalise letters, suitability reports and financial plans.
Undertake appropriate research to identify compliant solutions to allow clients achieve their life goals
Understand compliance requirements and be dedicated to ensuring all files and documents are compliant
Liaise with our clients and providers, solicitors, etc
Prepare review meeting paperwork
Update client records