Very exciting time to join this company as their new Paraplanner and work with a Finanial Advisor that has 20+ years experience!

Job: Paraplanner

Location: Horsham

Salary: £25,000 - £30,000

Your new role as a Paraplanner:

• Researching products and different types of funds
• General administration tasks
• Creating Financial Investment Reports for Advisers to pass on to their clients
• Gathering information to prepare quotes for clients
• You will liaise with providers whilst corresponding effectively with Advisers and Clients
• Acting as a technical interface between Advisers and Clients

Your skill Set required as a Paraplanner:

• Previous Paraplanner experience
• Previous regulatory or financial industry experience
• Excellent organisation and planning skills, flexible and adaptable to cope with changing environment and work loads
• Good, professional communication skills
• Professional qualifications would be an advantage
• Experience is using IFA Back Office systems such as IO or AO
• IT literate
• A good team player

Don't miss out and apply while this opportunity is here!

Contact Sam for more details...........................

Wisdom Recruitment - Specialists in Permanent Recruitment, including; Property, Administration, Executives Search, Secretarial & PA, Accounts & Finance, Graduate opportunities, Human Resources, Sales & Marketing, Customer Service, Legal, Procurement, Oil & Gas, Pensions, and Charity positions.

Wisdom Recruitment does not discriminate on the grounds of age, race, gender or disability and complies with all relevant UK legislation