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Paraplanner (Remote) - Horsham Head Office

Artemis Recruitment Consultants Ltd
Posted 12 hours ago, valid for a month
Location

Horsham, West Sussex RH13 0NE, England

Salary

£48,000 - £57,600 per annum

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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

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  • Our client is seeking an experienced Paraplanner to work remotely, with occasional travel to their Horsham head office.
  • Candidates must be qualified to Diploma Level and have at least one year of previous experience in a holistic paraplanning role.
  • The position offers a salary of £35,000 to £45,000 per year, depending on experience and qualifications.
  • Key responsibilities include providing paraplanning support to advisers, preparing client meeting materials, and conducting detailed research on financial products.
  • Strong interpersonal skills, excellent report writing abilities, and a good understanding of compliance issues are essential for this role.

Our client is looking for an experienced Paraplanner to join their team working remotely. This position will require occasional travel into their head office which is based in Horsham.

Relevant Skills, Experience and Qualifications

Essential

  • Qualified to Diploma Level
  • At least one years previous experience in a holistic paraplanning role
  • The ability to work with advisers to extract the information required to prepare financial plans and recommendations
  • General knowledge of the products available in the wider market and how to assess the suitability of these products
  • The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation
  • The ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required
  • An understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite.
  • Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients
  • The skills and knowledge needed to create and adapt a cash flow plan appropriate to the client’s circumstances
  • A good understanding of compliance issues and how these affect the advice and suitability process.
  • Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
  • Ability to work as part of a team as well as on your own initiative
  • Ability to critically evaluate information, probe and challenge the facts
  • A flexible and adaptable attitude towards work
  • Ability to work accurately and in accordance with procedures
  • Experience of Microsoft Word, Excel, Outlook and provider platforms
  • Excellent time management, ability to meet deadlines

Desirable

  • 2+ years experience in a paraplanning role
  • Previous use of Curo back office system
  • Previous use of Voyant software
  • Previous use of FE Analytics
  • Progression towards Advanced Diploma

Responsibilities

To provide paraplanning support to one or more advisers which includes, but is not limited to, the following:

  • To help provide solutions to clients needs and give them a service which surpasses their expectations
  • Dealing with day to day client and provider enquiries
  • Preparing for client meetings including checking that all compliance paperwork is present.
  • Attending client meetings and taking minutes
  • Analysing and interpreting data obtained during client meetings
  • Analysing client’s existing products to determine whether they meet the client’s current objectives
  • Undertaking fund performance comparisons
  • Preparing product comparisons and analysing comparison illustrations
  • Completing the FCA pension switching and replacement product templates
  • Preparing cashflow plans using Voyant Software
  • Preparing draft recommendation reports in line with the Company’s compliance procedures
  • Analysing client’s asset allocations and providing recommendations for rebalancing where necessary
  • Delegating administrative tasks and ensuring work is correctly completed
  • Maintaining client files in line with Company standards
  • Liaising with the Compliance department to ensure all compliance procedures have been followed
  • Creating and maintaining accurate records of all verbal and non-verbal communications and carrying out tasks in a manner that isconsistent with compliance procedures
  • Building and maintaining client relationships through face to face and written/telephone communication

If you would like to apply for this great opportunity then please email your CV to Sam at Artemis Recruitment.

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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.