Position: Paraplanner
Location: Horsham, West Sussex (2 days per week working from home)
Salary/package: Up to £55,000 + Bonus + 25 days' annual leave + Pension + Study Support + Free Parking + Career pathway to Adviser
YOUR NEW COMPANY
Our client is an award-winning, boutique IFA firm based in Horsham, West Sussex. Over the past 25 years, the company's grown to become one of the region's most respected Independent Financial Advisory businesses. The firm prides itself in putting the client's interests first whilst ensuring a thriving working environment for its employees.
THE ROLE
Reporting to the Managing Director, the Paraplanner's job duties will include:
* Completing research for the preparation of meetings, Financial Plans, Annual Reviews, Reports, and letters.
* Preparing financial planning presentations.
* Preparing Wealth Preservation Framework presentations.
* Preparing Financial Plans, Annual Review Reports, and letters for financial planning.
* Reviewing instruction forms and legal documents for financial planning (including Wills, Trusts, and Lasting Powers of Attorney).
* Preparing Financial Plans, Annual Review Reports, and letters for Wealth Preservation Frameworks.
* Reviewing instruction forms and legal documents for Wealth Preservation Frameworks
REQUIREMENTS
Candidates interested in the Paraplanner vacancy will require the following:
* Level 4 qualified OR part-qualified
* Whole-of-market experience
* 2+ years experience as a Paraplanner
* Experience using platforms preferred
* Experience using Curo a bonus
* Lives a commutable distance from Horsham, West Sussex
REMUNERATION / PACKAGE
The package for the Paraplanner vacancy is as follows:
* Up to £55,000
* Bonus
* 25 days' annual leave
* Pension
* Study Support
* Free Parking
* 2 days per week working from home
* Career pathway to Adviser
NEXT STEPS
If you are happy to apply for this position, please click on the apply button and remember to attach a copy of your CV. One of our consultants will be in touch to discuss the opportunity and answer any questions you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements.
Synonyms: #Paraplanner #IFA #FinancialPlanning #TechnicalSupport #Paraplannerjobs #HorshamJobs #Level4 #Pensions #Investments #FinancialAdvice #Curo
Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Vision-FS Recruitment specialise within the Financial Planning | Wealth Management and Employee Benefits Recruitment.