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Paraplanner

Ortus PSR
Posted 22 days ago, valid for 11 days
Location

Hove, East Sussex BN3 7EX, England

Salary

£25,000 - £35,000 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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  • Salary: Up to £49,000
  • Experience Required: Experienced in Paraplanning
  • Experience Required: Solid grasp of Investments and Pensions products
  • Experience Required: Well-versed in the Financial Planning process
  • Experience Required: Multiple career trajectories available, including Advising and Technical Paraplanning

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.

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.