Paraplanner - Horsham, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Horsham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Reed have been engaged to support a chartered financial planning firm based in Horsham who pride themselves on providing exceptional service with the aim of developing long term relationships with clients.

They are looking for an IFA Paraplanner to be based in their office. Having the right character and attitude to work is essential. We are looking for a bright individual with a positive, can-do approach to work. You must have an optimistic outlook and excellentcommunication skills. We would choose the right attitude over ability as we are happy to train and progress the perfect person.

We specialise in delivering bespoke financial planning, tax planning and wealth management solutions for our high-net-worth clients.

The right applicant will have a natural tendency to seek out opportunities to help others and will take pride in their work.

We offer a competitive basic salary, with structured pay rises offered after successful completion of your six-month probation period, for gaining additional qualifications, and upon obtaining chartered status.

About the role:

Work sidebyside with our two financial planners and our client service team
Draft and finalise letters, suitability reports and financial plans. These must be written in a clear, jargonfree way, and be highly individualised.
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

Key Skills

CII Level 4 Diploma in Financial Planning, or equivalent
Uptodate knowledge of pensions, investments, and tax planning
Excellent report writing/written skills
Experience of cashflow forecasting a bonus, although full training will be provided

We are committed to the development of our team and exam success will be rewarded with salary rises. All qualifications undertaken, including supporting material, will be fully supported by the company.

Company benefits: