Ideal candidates will have strong Paraplanning experience and be very confident in their abilities, being able to work both independently and in a team, ideally with Xplan knowledge.
Chartered financial planning practice just outside Horsham who specialise in delivering bespoke financial planning, tax planning and wealth management solutions to a bank of high-net-worth clients require a Senior Paraplanner to join their team to support two chartered financial planners with the production of top level financial planning research and report writing.
As a minimum hold the Level 4 Diploma in Financial Planning, and either working towards Chartered status or have already achieved.