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Vision FS Recruitment
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Horsham, West Sussex
Paraplanner
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
Paraplanner Location: Horsham, West Sussex Minimum Requirements: Level 4 Diploma, 2 years’paraplanning experience, worked for small-sized firm Salary : Up to £55,000 YOUR NEW COMPANY Established for more than 15 years near Horsham in West Sussex, our client is a very successful, qualified boutique Independent Financial Advisor (IFA) service. Working across the South of England, the firm's developed a fantastic reputation and built up a large base of clients - many of whom have worked with the company for a number of years. THE ROLE Due to expansion, the firm is keen to hire a diploma qualified Paraplanner to operate from its offices based near Horsham, West Sussex. Assisting the company’s Director and Financial Adviser, the Paraplanners’ key duties will include: Undertake 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 Adviser Working alongside the Financial Adviser on advice strategies REQUIREMENTS You will need to meet the following minimum requirements for this Paraplanner vacancy: 3-5 years' experience as a Paraplanner Diploma in Financial Planning Experience of working for a small/boutique IFA firm Strong report writing skills Strong I.T. / platform skills Excellent communication skills REMUNERATION / PACKAGE A salary of between £40,000 and £55,000 Company pension 20 days’ annual leave plus bank holidays and time off over the Christmas period Free parking Study support 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. Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.