SonicJobs Logo
Left arrow iconBack to search

Paraplanner - IFA

The Integrated Talent Partnership
Posted 13 hours ago, valid for 14 days
Location

Chichester, West Sussex PO19 1PX, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • My client is a leading financial advisory firm seeking an experienced paraplanner with at least 2 years of experience.
  • The role involves researching and analyzing financial products, preparing client records, and providing support to financial advisers.
  • Candidates should have a Level 4 Diploma in Financial Planning or be working towards it, along with strong report writing skills.
  • The position offers a competitive salary, great benefits, and flexible working arrangements, including at least one day in the office each week.
  • Strong knowledge of financial planning areas and excellent communication skills are essential for success in this role.

Are you an experienced paraplanner with a passion for financial planning and a knack for problem-solving? Do you want to work for a company that values your skills and offers you a competitive salary and benefits package? If so, my client might be the perfect fit for you.

They are a leading financial advisory firm, providing bespoke solutions to their clients and are looking for a paraplanner to work closely with the financial advisers and other colleagues. As a paraplanner, you will be responsible for:

  • Researching and analysing products and providers for clients, ensuring they meet their needs and goals
  • Preparing and maintaining client records and suitability reports in line with company policy and regulatory standards
  • Reviewing contracts and terms from product providers and recommending suitable solutions to financial advisers
  • Researching investment funds and ensuring they are aligned with clients’ risk profiles
  • Undertaking annual reviews for existing clients and making appropriate recommendations
  • Dealing with clients both on the phone and face to face, building rapport and trust
  • Identifying opportunities to enhance best practice and quality of service

To be considered for this role, you will need:

  • At least 2 years of experience as a paraplanner, with proven report writing skills
  • Level 4 Diploma in Financial Planning or working towards it
  • Excellent knowledge of key areas of financial planning, such as trusts, personal taxation, pension legislation, protection, and investment principles
  • Attention to detail, with excellent written and verbal communication skills
  • Strong professional interpersonal skills, in dealing with both IFA’s, colleagues and clients

In return you will receive a competitive salary, great benefits, a fabulous culture and enjoy flexible working with at least 1 day per week, Wednesdays, in the office.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.