Paraplanner

Vision-FS Recruitment

Posted a day ago, valid for 21 days

Horsham, West Sussex RH13 0NE, England

£30,000 - £45,000 per annum

Full Time

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Sonic Summary

The Paraplanner position is located in Horsham, West Sussex, allowing for up to 2 days of remote work each week.
Candidates must have at least 6 months of experience as a Trainee Paraplanner or 2+ years as an established Paraplanner, along with being fully or part-qualified at Level 4.
The salary for this role ranges from £30,000 to £45,000, depending on experience, along with a benefits package that includes 22 days of annual leave, which increases to 25 days.
Additional benefits include a pension scheme, study support, and a mental health wellbeing scheme.
This position offers a pathway to become a Financial Adviser within a well-established, award-winning boutique IFA firm.

Position: Paraplanner

Location: Horsham, West Sussex (up to 2 days per week working from home)

Minimum Requirements: Fully qualified OR part-qualified Level 4

Salary/package: £30,000-£45,000 (depending on experience) + 22 days' annual leave (rising to 25) + pension + study support + DIS + various other benefits

YOUR NEW COMPANY

Our client is a well-established, award-winning boutique IFA firm which is part of a very successful UK-wide network. The company has significant plans to grow over the next 12 months and has just started the search for a Paraplanner (trainee or experienced) to join its rapidly-expanding Administration team. The role can allow for up to 2 days per week working from home.

THE ROLE

Reporting to the firm’s Paraplanner Manager, the Paraplanners’ key duties will include:

Undertaking research to reach conclusions and recommendations for clients
Preparation of suitability letters
Involvement in the company’s research processes including platform due diligence
Handling some client correspondence on behalf of the Financial Advisers
Working alongside the Financial Advisers on advice strategies
Using Intelligent Office as a back office system

REQUIREMENTS:

Candidates interested in the Paraplanner vacancy will have the following criteria:

Ideally at least 6 months’ experience as a Trainee Paraplanner OR 2 years + experience as an established Paraplanner
Fully qualified OR part qualified Level 4
Possess excellent communication skills
Experience of Intelligent Office a bonus
Live a commutable distance from Horsham

REMUNERATION / PACKAGE

The package for the Paraplanner role is as follows:

Salary of between £30,000 and £45,000 (depending on experience)
22 days’ annual leave (increasing 1 day per year until reaching 25 days)
Auto-enrolment pension
Study support
Death in Service x 4
Mental Health Wellbeing Scheme
Up to 2 days per week WFH after completing probation
Pathway to become a Financial Adviser

Next steps:

If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.

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