Paraplanner

Paraplanner

Location: Worthing

Lloyd Recruitment Services are delighted to be recruiting for a highly professional and well established wealth manager that seeks an experienced Paraplanner to join their team.

After the initial training period in the office, the successful candidate can be work on a hybrid basis. Alongside the competitive salary, the client is offering pension contributions, life assurance, cash plan, discounts from high street and online shops, a relaxed, friendly, modern working environment with long term career development potential, and support with professional studies!

Working closely with the Advisers and Support teams, the main duties include:

• Preparing and maintaining client files,


• Preparing and implementing recommendations


• Ensuring all compliance paperwork is present


• Due diligence associated to the investment committee


• Assisting in providing technical support


• Coaching of team members


• Writing reports based on client’s requirements


• Being a point of reference for advisers


• Consistently researching and reviewing market products available

The ideal candidate:

• Minimum of 2 years’ experience in a paraplanning role preparing annual reviews and recommendation reports


• Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential)


• Excellent organisational skills


• Ability to work on own initiative and plan own workload


• Thorough understanding of all compliance regulations


• Good decision-making skills


• Use initiative based on the findings of their research


• Level 4 Diploma qualified or near to completing


• Supervisory experience would be beneficial


• Adaptable and happy to take on new challenges


• Interest/experience in Financial Services Marketing/blog writing (preferred)


• Interest/experience in Later Life Financial Advice / Planning (preferred)

Refer a friend and earn up to £500! If you know someone who is searching for a new opportunity, recommend Lloyd Recruitment Services and you will receive a retail voucher of your choice up the value of £500. Full details can be found on our website.

Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.