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.
We are currently recruiting for a Financial Planning practice based in Horsham who are looking to recruit an experienced Paraplanner to join their team.
They are looking for a Paraplanner to support two Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
Holiday: 23 days plus bank holidays increasing each year until 25 days
Minimum Requirements: Minimum 2 years' Paraplanning experience within an IFA environment; Level 4 qualification (CII Diploma in Regulated Financial Planning); Intelligent Office experience
YOUR NEW COMPANY
Salary/package: Up to £38,000 (depending on experience) bonus 25 days' annual leave healthcare pension (5%, 5%) 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)
YOUR NEW COMPANY
Salary/package: £30,000-£45,000 (depending on experience) 22 days' annual leave (rising to 25) pension study support DIS various other benefits
The role is to service the client base together with gaining new business
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