Senior Paraplanner

Chartered financial planning practice just outside Horsham who specialise in delivering bespoke financial planning, tax planning and wealth management solutions to a bank of high-net-worth clients require 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, being able to work both independently and in a team, ideally with Xplan knowledge. As a minimum hold the Level 4 Diploma in Financial Planning, and either working towards Chartered status or have already achieved.

In return you will receive a competitive salary of upto £60k and benefits such as.... Hybrid working, 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:

• Work side-by-side with two financial planners and our client service team
• 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
• Liaise with our clients and providers, solicitors, etc
• Prepare review meeting paperwork
• Update client records
• Be IT proficient with the ability to use different software packages to analyse data and propose client solutions
• 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.