Paraplanner - Level 4 (RO1-RO6) essential
Salary: £36k - £38,500k + bonus + great benefit package
Location: Horsham (Fully remote if required but will need to come into the office for the 1st week and then come into the office every 3 months)
Hours: Mon-Fri - 9am - 5pm
Have you got a proven paraplanning background or are looking to progress into a paraplanning role and have a proven knowledge within financial services with a great understanding of the sales process and how advice is provided to clients within a regulated driven business?
Do you want to work for a highly reputable IFA that offers great career progression and further study? If so, this role will be ideal for you.
Responsibilities:
1. Provide technical and product support to the consultants throughout the sales process.
2. Initial assessment of the case on receipt to ensure all the required information is present.
3. Research suitable products based on the client’s requirements and needs to allow the adviser to make recommendations.
4. Provide the adviser with evidence of research using the company’s software.
5. Obtain personal illustrations, key feature documents, application forms and any other information that is required to assist in the sign up of business.
6. Prepare the draft recommendation report for sign off by the financial adviser.
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