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Coast Specialist Recruitment
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Horsham, West Sussex
Paraplanner - Horsham
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Job Type: Full-time |
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Overview
A very well established and growing Financial Services organisation has an opportunity for a Paraplanner to join their Horsham office. This is a pivotal role that will see the successful candidate support and inform the work of advisers in all areas of finance, including pensions, tax and investment management. Part of your responsibility will be to produce letters, reports and supporting evidence for consideration. You will undertake technical analytical work, which may include cash-flow forecasting and investment analysis. Requirements - Minimum 3 years Financial Services industry experience, to include previous paraplanning experience - Level 4 - Diploma Qualified (CII) - Excellent knowledge of retail investment, savings, pension and protection products - Excellent knowledge of suitability report content, format and requirements and significant experience composing suitability letters - Ability to communicate with others confidently whilst remaining flexible/adaptable - Highly developed analytical, observational, written and verbal communication skills