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Paraplanner - Haywards Heath, Haywards Heath
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Client:
Location:
Haywards Heath, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
37a33c4b540d
Job Views:
16
Posted:
16.06.2025
Expiry Date:
31.07.2025
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Job Description:
Paraplanner - Haywards Heath
Our client based in Haywards Heath is looking for an experienced Paraplanner to join their team. This is an office-based role with a competitive salary. You will provide knowledgeable and technical support to Advisers to ensure proper management of clients.
Responsibilities
* Possess technical knowledge of products, procedures, and law. Work with defined business processes.
* Participate in weekly meetings to organise and prioritise workload; conduct regular touchpoints to meet deadlines.
* Serve as the main contact for clients; handle correspondence and attend meetings.
* Assist Advisers with client reports using Intelligent Office and produce technical reports as needed.
* Support Advisers with tools for client identification, including cashflow analysis, risk reports, and investment analysis.
* Conduct research to support advice, including analysis and product research.
* Support high-net-worth clients as required.
* Assist with group pensions and benefits administration.
* Act as liaison with Providers for investment and policy transactions, keeping clients informed.
* Ensure client fees and commissions are correctly set up in Intelligent Office.
* Support accurate monthly payments and income forecasting for FCA reports.
* Perform ad-hoc paraplanning tasks.
* Liaise with Compliance Teams and complete remedial work as needed.
* Support organisational projects and initiatives.
This is a full-time, office-based position.
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