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Oval Recruit
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Horsham, West Sussex
Paraplanning Opportunities - Growing Company
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Paraplanning Opportunities - Growing Company Horsham - £35,000 - £40,000 Package An expanding entrepreneurial Wealth Management Company who have won numerous industry awards are looking to continual with the growth and development of the company through the recruitment of an experienced Paraplanner. Acting as a key support to the Advisers this role will provide an opportunity to focus on Analytical, Research and Technical Support. This position would suit someone who enjoys technical back office support and wants to enhance and develop technical knowledge. You will also lead a small team of five providing them with guidance, support and helping them develop. Specifics of the role will involve - Conduct evidence based research for presentation to clients. Carry out Investment Analysis and cashflow forecasting. Discuss clients objectives with Adviser, conduct research, analysis and produce client reports which met the clients goals. Produce suitability reports using financial planning software Maintain and develop compliance and regulatory knowledge. Take an active role in the annual review process and assist advisers as required. Keep up to date with industry changes, trends and development. Improve knowledge of Investment, Pension and Protection Products. To apply for this position, you must have worked in a Paraplanning or similar technical role and hold your Level 4 Diploma. Strong research, analytical and report writing skills are essential as is an ability to communicate well with colleagues and work in a team environment. For more information please contact Richard Garbett.