Paraplanner

Position: Paraplanner

Location: Home based

Minimum Requirements: Minimum 2 years' Paraplanning experience within an IFA environment; Level 4 qualification (CII Diploma in Regulated Financial Planning); Intelligent Office experience

Salary/package: Up to £38,000 (depending on experience) + bonus + 25 days' annual leave + healthcare + pension (5%, 5%) + study support + DIS + various other benefits

YOUR NEW COMPANY

Our client is a successful, award-winning UK-wide IFA network with head quarters based in Horsham, West Sussex. The company has significant plans to grow over the next 6 months and has just started the search for a home-based Paraplanner to join its rapidly-expanding paraplanning team.

THE ROLE

Reporting to the firm’s Paraplanner Manager, the home-based Paraplanners’ key duties will include:

• Undertaking research to reach conclusions and recommendations for clients
• Preparation of suitability letters
• Involvement in the company’s research processes including platform due diligence
• Handling some client correspondence on behalf of the Financial Advisers
• Working alongside the Financial Advisers on advice strategies
• Using Intelligent Office as a back office system

REQUIREMENTS:

Candidates interested in the home-based Paraplanner vacancy will have the following criteria:

• Minimum 2 years' Paraplanning experience from within an IFA environment
• Level 4 qualification (CII Diploma in Regulated Financial Planning)
• Intelligent Office experience

REMUNERATION / PACKAGE

The package for the home-based Paraplanner role is as follows:

• Salary of up to £38,000 (depending on experience)
• Bonus
• 25 days’ annual leave
• Healthcare
• Pension (5%, 5%)
• Study support
• Death in Service x 4

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.