Paraplanner

Paraplanner - Horsham, South East England

Ref: 1492Thursday 8 February 2024

£40,000 - £45,000

We are seeking a dynamic and skilled Paraplanner to play a pivotal role behind our clients' financial success! If you're passionate about turning complex financial plans into clear, actionable strategies and thrive in a dynamic, forward-thinking environment, then this opportunity is your launchpad to a career with a very successful IFA firm.  Are you ready to embark on a journey with this firm? where innovation meets financial acumen, and your expertise shapes the trajectory of financial futures.

 The Salary for a Paraplanner in this IFA firm is up to £45,000 + Benefits

You will be supporting 2 Financial Advisers conducting full research and producing bespoke suitability reports.

Key Responsibilities:

  • Analyse client information and existing investments/policies
  • Write suitability reports for cases of varying complexity
  • Ability to handle urgent client queries in the absence of the adviser.
  • Stay up to date with industry regulations and compliance requirements.
  • Tax Calculations
  • Create cash flow models and projections to support financial planning using Voyant
  • Work collaboratively with the team to achieve common goals and deliver exceptional client service.
  • Uploading cases to XPLAN for pre-approval by Quilter

Requirements:

  • Previous experience in a financial planning or wealth management firm
  • Knowledge & experience of wide range of financial services products
  • Confidence in determining the advice journey.
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