Financial Paraplanner

We are looking for an experienced and motivated Financial Paraplanner to join our growing team in Horsham.

Working alongside a team of five Financial Advisers you will provide valuable technical and planning support across a varied client base. You will be involved throughout the advice process from gathering and reviewing client information through to preparing recommendations and ensuring cases are completed to a high standard.

The successful candidate will be someone who enjoys working in a busy environment has excellent attention to detail and is comfortable working across a wide range of financial planning matters.

• Supporting our Financial Advisers with the preparation of client recommendations financial plans and supporting documentation.
  
• Reviewing and interpreting client information including their income expenditure investments pensions assets liabilities and protection arrangements.
  
• Preparing suitability reports and correspondence relating to areas such as pensions investments trusts and bonds.
  
• Producing detailed cash-flow forecasts and retirement planning scenarios using financial planning software such as Voyant.
  
• Researching investment funds financial products and providers to assist advisers in formulating suitable recommendations.
  
• Helping to assess the most appropriate route for each client case and ensuring the required information is obtained.
  
• Checking that recommendations and supporting documentation meet regulatory requirements and the firms internal procedures.
  
• Keeping client information and records accurate and fully up to date across our CRM and financial planning systems.
  
• Working closely with advisers and colleagues to ensure cases move through the advice process efficiently.
  
• Providing additional technical and administrative assistance to the advisory team when required.
  

Ideally you will have previous experience within an IFA financial planning or wealth management environment together with a good understanding of a broad range of financial products and planning solutions.

You will also have:

• Strong analytical and problem-solving abilities.
  
• Excellent attention to detail and accuracy.
  
• The ability to understand client circumstances and identify the appropriate advice process.
  
• Strong written and verbal communication skills.
  
• Good organisation and time-management skills with the ability to handle competing priorities.
  
• A proactive and positive approach to your work.
  
• The confidence to work independently while being a supportive member of a close-knit team.
  
• A genuine interest in delivering a high standard of service to both advisers and clients.
  

• 50000 basic salary plus bonus potential.
  
• Company pension scheme.
  
• 23 days holiday increasing to 25 days with length of service.
  
• A friendly and professional office environment.
  
• The opportunity to work closely with an experienced team of advisers.
  
• A varied role with the chance to broaden and develop your financial planning knowledge and experience.