Location: Horsham | Contract Type: Permanent
Are 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 & 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 & 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 members thrive:
Flexible Working Hours: We understand the importance of work-life balance.
Professional Development: Opportunities for training and career advancement.
Friendly Team Environment: Join a supportive group of professionals who value collaboration and fun!
Health & Wellness Programs: We care about your well-being, offering various wellness initiatives.
Ready to Take the Next Step?
If you're ready to embrace this exciting opportunity and contribute to our clients' success, we'd love to hear from you!
Send your CV and a brief cover letter to [insert email address] and let us know why you would be a great fit for our team.
Join us in making a difference in the world of finance while enjoying a fulfilling career in a cheerful and professional environment. Let's build a brighter financial future together!
Application Deadline: [Insert date]
We can't wait to meet you!
Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website
Salary description
£40000.00 - £48000.00 per year