Paraplanner

Join Our Team as a Paraplanner!Location: Horsham Contract Type: PermanentAre you passionate about finance and dedicated to helping clients achieve their financial goals? We have an exciting opportunity for a talented and motivated Paraplanner to join our vibrant team in Horsham! Why Join Us?At our esteemed Financial Institution and Insurance company, we pride ourselves on creating a supportive and dynamic work environment where your contributions truly matter. We believe in fostering talent and providing our team with the tools they need to succeed.What You''ll Do:As a Paraplanner, you will play a vital role in our advisory team, providing essential support to our financial advisors. Your responsibilities will include: Research and Analysis: Conduct in-depth financial research to support client needs.Report Preparation: Create comprehensive reports and recommendations for clients.Client Liaison: Communicate effectively with clients, ensuring their financial queries are addressed.Compliance Checks: Ensure all documentation meets regulatory standards and company policies.Collaboration: Work alongside financial advisors to develop tailored financial plans. What We''re Looking For:Previous experience in a paraplanning role.Excellent analytical skills and attention to detail.Strong communication skills, both written and verbal.A proactive attitude and a team-oriented mindset. What We Offer:In addition to a competitive salary, we provide an array of benefits to ensure our team ..... full job details .....