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.
This well established business offers holistic independent financial advice and also offers in-house discretionary investment management.
Our client, one of the fastest growing IFA's in the South East, is looking to hire a additional Paraplanners to join their team.
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?
Paraplanner - Level 4 (RO1-RO6) essential
Do you want to work for a highly reputable IFA that offers great career progression and further study?
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
You will be processing Investments and Pension work so the successful candidate will come from a similar background
We are looking for either an experienced IFA Administrator or even a Financial Adviser looking to downscale.
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
Minimum Requirements: Level 4 qualification (experienced Paraplanner candidates) OR willingness to study for the Level 4 qualification (trainee Paraplanner candidates)
Salary/package: £30,000-£45,000 (depending on experience) 22 days' annual leave (rising to 25) pension study support DIS various other benefits
Additionally you will undertake estate administration and elements of trust work.
The work centres around tax planning for the client base they have, which does vary, but is mostly made up of a lot of the firms corporate clients who use them for the private client services too as well as some other wealthy individuals and families that they act for.
My client is a TOP 100 law firm, with a tier 1 ranked private client team who are currently looking to recruit an associate/senior associate to their highly regarded team.