Paraplanner

Paraplanner - Horsham, South East England

Ref: 1588Thursday 6 June 2024

Elevate Your Career: Paraplanner Role in Horsham – Hybrid Work & Exceptional Growth Opportunities

Are you ready to join a team where your expertise is valued and your career growth is a priority?

We are delighted to announce an opening for a dedicated Paraplanner in the Horsham area. This is your chance to become part of a thriving financial planning firm renowned for its hybrid working model and exceptional working environment.

The Salary Range for a Paraplanner at this leading IFA  is up to £49,000 

What’s in Store for You:

  • Collaborate with a team of 10 top-tier Paraplanners across the UK.
  • Work under the guidance of a people-focused Manager in their Horsham office.
  • Immerse yourself in the heart of a national firm, rubbing shoulders with some of the UK’s leading financial planning experts.
  • Specialise in comprehensive research and intricate financial calculations for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.

 

Career Paths:

  • Multiple career trajectories available, including Advising and Technical Paraplanning.
  • Engage in project-based work, playing a key role in integrating new teams into the business fabric.

Your Role:

  • Provide essential technical support and guidance in formulating client advice.
  • Review and align client objectives with their financial circumstances.
  • Conduct thorough research and analysis of investment funds and financial products.
  • Prepare comprehensive Financial Plans, mapping out the client’s journey to their financial goals.

The Ideal Candidate Is:

  • Experienced in Paraplanning with a solid grasp of Investments and Pensions products.
  • Well-versed in the Financial Planning process.
  • Equipped with strong interpersonal skills and a knack for clear communication.

 

Join us and shape the future of financial planning. Apply now to embark on a journey where your professional aspirations meet unparalleled opportunities for growth.

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