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Paraplanner

Vision-FS Recruitment
Posted a day ago, valid for 24 days
Location

Horsham, West Sussex RH13 0NE, England

Salary

£50,000 - £25 per day

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

info
  • The position is for a Paraplanner in a hybrid role located in Horsham, West Sussex, allowing two days of remote work each week.
  • The salary for this role is up to £50,000, accompanied by a bonus, 25 days of annual leave, a pension, study support, and free parking.
  • Candidates must have at least 2 years of experience as a Paraplanner and should be Level 4 qualified or part-qualified.
  • Experience with whole-of-market and familiarity with platforms, particularly Curo, is preferred.
  • The firm is an award-winning boutique IFA that emphasizes client interests and provides a supportive work environment for its employees.

Position: Paraplanner (hybrid position)

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

Salary/package: Up to £50,000 + Bonus + 25 days annual leave + Pension + Study Support + Free Parking

YOUR NEW COMPANY

Our client is an award-winning, boutique IFA firm based in Horsham, West Sussex. Over the past 25 years, the company's grown to become one of the region's most respected Independent Financial Advisory businesses. The firm prides itself in putting the client's interests first whilst ensuring a thriving working environment for its employees.

THE ROLE

Reporting to the Managing Director, the Paraplanner's job duties will include:

  • Completing research for the preparation of meetings, Financial Plans, Annual Reviews, Reports, and letters.
  • Preparing financial planning presentations.
  • Preparing Wealth Preservation Framework presentations.
  • Preparing Financial Plans, Annual Review Reports, and letters for financial planning.
  • Reviewing instruction forms and legal documents for financial planning (including Wills, Trusts, and Lasting Powers of Attorney).
  • Preparing Financial Plans, Annual Review Reports, and letters for Wealth Preservation Frameworks.
  • Reviewing instruction forms and legal documents for Wealth Preservation Frameworks

REQUIREMENTS

Candidates interested in the Paraplanner vacancy will require the following:

  • Level 4 qualified OR part-qualified
  • Whole-of-market experience
  • 2+ years experience as a Paraplanner
  • Experience using platforms preferred
  • Experience using Curo a bonus
  • Lives a commutable distance from Horsham, West Sussex

REMUNERATION / PACKAGE

The package for the Paraplanner vacancy is as follows:

  • Up to £50,000
  • Bonus
  • 25 days annual leave
  • Pension
  • Study Support
  • Free Parking
  • 2 days per week WFH

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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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.