Paraplanner
other jobs Blakemore Recruitment
Added before 5 Days
- England,South East,West Sussex,Horsham
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
Paraplanner – Horsham
Location: Horsham, West Sussex
Salary: £40,000 – £45,000 (DOE) benefits
The Opportunity
I am working with a well-established and highly regarded financial planning practice in Horsham that is looking to add an experienced Paraplanner to its team. This role offers an excellent opportunity to join a supportive environment where you can develop your skills and progress your career.
Role Responsibilities:
*Provide technical support to Financial Advisers.
*Conduct in-depth research across pensions, investments, and protection.
*Draft and prepare suitability reports and client documentation.
*Assist in creating bespoke financial strategies for clients.
*Maintain strong knowledge of current financial products and legislation.
*Liaise with providers and clients to obtain accurate information.
Candidate Profile:
*Minimum of 2 years’ Paraplanning experience.
*Diploma qualified (DipPFS) or working towards chartered status.
*Strong technical knowledge of pensions, investments, and protection products.
*Excellent analytical, communication, and report-writing skills.
*Organised, detail-oriented, and client-focused.
What’s on Offer:
*Competitive salary (£40,000 – £45,000 depending on experience).
*Hybrid working flexibility (office based in Horsham).
*Exam support and career development opportunities.
*Attractive benefits package.
This is a fantastic chance for an ambitious Paraplanner to join a respected firm where your expertise will be valued and your career supported.
Location: Horsham, West Sussex
Salary: £40,000 – £45,000 (DOE) benefits
The Opportunity
I am working with a well-established and highly regarded financial planning practice in Horsham that is looking to add an experienced Paraplanner to its team. This role offers an excellent opportunity to join a supportive environment where you can develop your skills and progress your career.
Role Responsibilities:
*Provide technical support to Financial Advisers.
*Conduct in-depth research across pensions, investments, and protection.
*Draft and prepare suitability reports and client documentation.
*Assist in creating bespoke financial strategies for clients.
*Maintain strong knowledge of current financial products and legislation.
*Liaise with providers and clients to obtain accurate information.
Candidate Profile:
*Minimum of 2 years’ Paraplanning experience.
*Diploma qualified (DipPFS) or working towards chartered status.
*Strong technical knowledge of pensions, investments, and protection products.
*Excellent analytical, communication, and report-writing skills.
*Organised, detail-oriented, and client-focused.
What’s on Offer:
*Competitive salary (£40,000 – £45,000 depending on experience).
*Hybrid working flexibility (office based in Horsham).
*Exam support and career development opportunities.
*Attractive benefits package.
This is a fantastic chance for an ambitious Paraplanner to join a respected firm where your expertise will be valued and your career supported.
Job number 3072118
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metapel
Company Details:
Blakemore Recruitment
Company size: 5–9 employees
Industry: Financial Services
The founding Partners of Blakemore Recruitment have an extensive background specifically within Financial Services Recruitment and have worked both in...