Paraplanner

Reed Specialist Recruitment are proud to be representing a busy, ambitious Financial Planning firm based in Horsham, who are looking for a new Paraplanner to join their team. 

Alongside an existing and experienced administration team, you will be supporting two Financial Planners giving high quality advice to their clients on financial plans and products.

The successful applicant will receive a competitive salary, Death in Service, Income Protection and generous pension contributions. 

Your key responsibilities will include - 

• Analyse client information and existing investments/policies
• Write suitability reports for cases of varying complexity
• Ability to handle urgent client queries in the absence of the adviser.
• Stay up to date with industry regulations and compliance requirements.
• Tax Calculations
• Create cash flow models and projections to support financial planning using Voyant
• Work collaboratively with the team to achieve common goals and deliver exceptional client service.
• Uploading cases to XPLAN for pre-approval by Quilter

The successful candidate will already have - 

• Previous experience in a financial planning or wealth management firm
• Knowledge & experience of wide range of financial services products
• Confidence in determining the advice journey.
• Strong analytical skills with attention to detail
• Excellent written and verbal communication skills
• Ability to prioritise tasks and manage time effectively.

If you are interested in this role, please apply by clicking the link or email me directly at