Paraplanner (Remote) - Horsham, United Kingdom - Reset Recruitment Ltd

Description

Paraplanner - Level 4 (RO1-RO6) essential

Salary: £36k - £38,500k + bonus + great benefit package

Location: Horsham (Fully remote if required but will need to come into the office for the 1st week and then come into the office every 3 months)

Hours: Mon-Fri - 9am - 5pm

Have you got a proven paraplanning background or are looking to progress into a paraplanning role and have a proven knowledge within financial services with a great understanding of the sales process and how advice is provided to clients within a regulated driven business?

Do you want to work for a highly reputable IFA that offers great career progression and further study? If so, this role will be ideal for you.

Responsibilities:

• Provide technical and product support to the consultants throughout the sales process.
• Initial assessment of the case on receipt to ensure all the required information is present.
• Research suitable products based on the client's requirements and needs to allow the adviser to make recommendations.
• Provide the adviser with evidence of research using the company's software.
• Obtain personal illustrations, key feature documents, application forms and any other information that is required to assist in the sign up of business.
• Prepare the draft recommendation report for sign off by the financial adviser.