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Paraplanner (Remote)

Reset Recruitment Ltd
Job LocationHorsham
EducationNot Mentioned
Salary£36,000 - £38,500 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Paraplanner - Level 4 (RO1-RO6) essentialSalary: £36k - £38,500k + great benefit packageLocation: Horsham (Fully remote if required but will need to come into the office for the 1st week and then come into the office every 3 months)Hours: Mon-Fri - 9am - 5pmHave you got a proven paraplanning background or are looking to progress into a paraplanning role and have a proven knowledge within financial services with a great understanding of the sales process and how advice is provided to clients within a regulateddriven businessDo you want to work for a highly reputable IFA that offers great career progression and further study If so, this role will be ideal for you.Responsibilities:

  • Provide technical and product support to the consultants throughout the sales process.
  • Initial assessment of the case on receipt to ensure all the required information is present.
  • Research suitable products based on the client’s requirements and needs to allow the adviser to make recommendations.
  • Provide the adviser with evidence of research using the company’s software.
  • Obtain personal illustrations, key feature documents, application forms and any other information that is required to assist in the sign up of business.
  • Prepare the draft recommendation report for sign off by the financial adviser.
  • Record all administration regarding letters of authority, location, and research requests.
  • Ensure full FCA compliance is adhered to.
  • Assist network members with technical and product queries.
  • Prepare ongoing service reports for advisers.
The right candidate will have the following skills and experience to apply:
  • Proven financial services background within paraplanning.
  • Level 4 qualified and qualified for at least 18 months (RO1-RO6) essential or equivalent.
  • Sound knowledge of research software, inclusive of Capita Fusion, Financial Express Analytics and O&M.
  • Excellent communication skills with the ability to work well under pressure.
  • Experience of using Intelligent office, however this is not a necessity.
  • Ability to work on your own initiative.
This is a great opportunity to join a progressive organisation within a well-established organisation, to ensure that you do not miss out on the opportunity submit your CV today!

Keyskills :
Adviser Compliance Financial Services Paraplanning FPC

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