Paraplanner

Chartered financial planning practice just outside Horsham are recruiting for a Senior Paraplanner to join their team to support two chartered financial planners with the production of top level financial planning research and report writing. Ideal candidates will have strong Paraplanning experience and be very confident in their abilities, as a minimum hold the Level 4 Diploma in Financial Planning, and either working towards Chartered status or have already achieved. Any experience with systems Prestwood or truth would be a great advantage. In return you will receive a competetive salary of upto £50k and beenfits such as Pay rise after successful completion of 6-month probation period, Annual pay rises, Structured pay rises based upon exam success, 20 days holiday per annum plus bank holidays & Christmas shutdown (circa 1 week), Work pension scheme, Eye care scheme & flexibility around home working. Duties: - Draft and finalise letters, suitability reports and financial plans. These must be written in a clear, jargon-free 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 - Maintain high technical knowledge relating to products and services, developed through on-going training and exams. - Support the whole team in moving the company forward, develop business processes and implement innovative ideas Please apply online for further information.