- Collaborate closely with financial planners and client service team to provide efficient paraplanner support.
- Independently research and produce clear, personalized letters, suitability reports, and financial plans.
- Analyse data to identify compliant solutions and make recommendations to help clients achieve their life goals.
- Attend client meetings as needed and manage client onboarding processes.
- Ensure compliance with regulatory requirements and maintain accurate record-keeping.
- Maintain proficiency in relevant software and stay updated on industry knowledge.
- Support team development and contribute innovative ideas for company growth.
- Ideally chartered or working towards chartered status with a minimum CII Level 4 Diploma in Financial Planning.
- Minimum 5 years of paraplanning experience with up-to-date knowledge of pensions, investments, and tax planning.
- Strong report writing and interpersonal skills.
- Self-motivated, detail-oriented, and able to work independently.
- Excellent organizational and time management abilities.
- Proactive problem solver with an analytical mindset.
- Commitment to ongoing professional development and team success.
- Competitive salary with structured pay rises.
- Hybrid working
- Workplace pension
- Wellbeing benefits
- Support for professional development and exam success.
- 25 days holiday + bank holidays
- Discretionary bonus
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Senior Paraplanner - Horsham, United Kingdom - Capio Recruitment
Description
Job Description
Job Title: Senior Paraplanner
Location: Horsham area
Salary: £50,000 - £60,000 (based on qualifications and experience)
About the company:
An independent financial planning firm located in the Horsham area, dedicated to building well established relationships with clients to empower them to achieve their financial goals. Join a close knit team who are committed to providing exceptional service in order to guide clients towards a fulfilling future.
Opportunity Overview:
We're seeking an experienced Paraplanner to join the team, playing a crucial role in delivering bespoke financial planning solutions for high-net-worth clients. The ideal candidate will possess excellent communication skills and a proactive attitude.
Responsibilities:
Skills and Qualifications:
Benefits:
If you are a dedicated professional with a passion for financial planning and administration, we encourage you to apply.
To apply, please submit your CV and a cover letter outlining your suitability for the role.