Based in Uckfield, East Sussex, Haven Paraplanning is an established business that supports financial planners, advisers and wealth managers across the UK and abroad.
Due to the continuing expansion of the business, we are looking for an experienced paraplanner to join our friendly team.
The role will involve preparation and maintenance of client files, research and preparation of recommendations as well as ongoing reviews, in line with company policy. It may also involve interaction with the company’s clients.
You will be required to:
- Undertake product and investment research
- Liaise with product providers and third parties to acquire information
- Use analytical software to review clients’ existing plans
- Obtain illustrations
- Update model portfolios on investment platforms
- Prepare clear, technically accurate and compliant suitability reports
- Prepare client reviews
- Prepare and maintain detailed compliant client files and records within agreed CRM system
- Record any client communication (written, oral or electronic)
You will have at least 2 years’ experience in an IFA office as a report writer or paraplanner or technical administration and report writing with strong knowledge of pensions and investments
- Good working knowledge of Microsoft Office: Outlook, Word, Excel
- The ability to source, analyse and summarise information
- Knowledge and experience with financial services software (Selectapension, Cashcalc, FE Analytics, etc)
- Be meticulous and analytical, with a high attention to detail
- This is a part-time role, up to 30 hours per week – flexible on days/hours
- Salary will be dependent on skills and experience
- 22 days holiday, increasing in line with length of service
- You will be automatically enrolled in a pension scheme, however if you prefer, arrangements can instead be made to contribute to a pre-existing pension plan via salary sacrifice
Due to the nature of some of the work that we do, this is an office-based role.
Haven Paraplanning are based in Uckfield, right next to the railway station, and on a main bus route. On site parking is also available.
Submit your CV and covering letter
If you would like to be considered for a job at Haven Paraplanning please submit your CV and covering letter below.