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Permanent

Paraplanner/Trainee Paraplanner

Horsham
money-bag 30000.00-30000.00 Annual
3088851659
Posted 3 days ago

Paraplanner / Trainee Paraplanner - HybridSalary: £30,000 - £50,000 (DOE)Reference: 10259Recruit UK are working with a growing, client-focused financial planning firm that is looking to appoint an additional Paraplanner or Trainee Paraplanner to support its close-knit team.This is a fantastic opportunity for either an experienced paraplanner or an IFA Administrator looking to step up into paraplanning, within a business that values personality, client interaction and team collaboration. As a smaller firm, they are looking for someone who is self-motivated, proactive and comfortable working independently, while also contributing to a supportive team environment.The RoleYou will provide key support across the advice process, assisting with research, report writing and case management, while also having exposure to the client-facing side of the business. Everyone in the team plays a part in client relationships, so strong communication skills and a personable approach are essential.Key Responsibilities• Supporting advisers with research and suitability report preparation• Assisting with client onboarding and ongoing case management• Working across pensions, investments and financial planning cases• Maintaining accurate client records and back-office systems• Contributing to the client experience and relationship managementCandidate Profile• Experience as a Paraplanner or IFA Administrator (looking to progress)• Strong communication skills and a client-focused mindset• Able to ..... full job details .....

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