As a Paraplanner, you will provide knowledgeable and technical support to the Financial Advisors with excellent attention to detail to ensure clients have all the information they need in order to review and make decisions about their investments and that providers have the correct details to carry out client instructions.
Our client, one of the fastest growing IFA's in the South East, is looking to hire a additional Paraplanners to join their team.
This well established business offers holistic independent financial advice and also offers in-house discretionary investment management.
This is an amazing role where you will inherit a client base from a retiring IFA
Our client is an established IFA firm with branches across Sussex and they are currently looking for an experienced and successful IFA to join the team
The role is to service the client base together with gaining new business
Salary/package: £30,000-£45,000 (depending on experience) 22 days' annual leave (rising to 25) pension study support DIS various other benefits
Minimum Requirements: Level 4 qualification (experienced Paraplanner candidates) OR willingness to study for the Level 4 qualification (trainee Paraplanner candidates)
Have you got a proven paraplanning background or are looking to progress into a paraplanning role and have a proven knowledge within financial services with a great understanding of the sales process and how advice is provided to clients within a regulated driven business?
Do you want to work for a highly reputable IFA that offers great career progression and further study?
You will be processing Investments and Pension work so the successful candidate will come from a similar background
Our client is a successful and established IFA firm in Horsham and they are currently looking for an experienced Financial Services Administrator to join the team
We are looking for either an experienced IFA Administrator or even a Financial Adviser looking to downscale.
Minimum Requirements: Minimum 2 years' Paraplanning experience within an IFA environment; Level 4 qualification (CII Diploma in Regulated Financial Planning); Intelligent Office experience
Salary/package: Up to £38,000 (depending on experience) bonus 25 days' annual leave healthcare pension (5%, 5%) study support DIS various other benefits