We are currently recruiting a Trainee Paraplanner to join a Financial Planning firm.
This is a fantastic opportunity for someone with existing experience within Financial Planning, perhaps as an administrator that is now looking for the next step up!
You will be working closely with the Senior Parpalanner,s howddowing and assisitng with the workload and overtime taking on more responsibility and technicality.
We are currently recruiting for a Financial Planning practice in Worthing who are looking to recruit a Paraplanner to join their team.
The company provides an integrated financial and tax advice service.
Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution.
We are seeking a skilled Paraplanner to join our dynamic financial planning team.
This role is 3 days office based and 2 days home based.
The successful candidate will play a crucial role in supporting our financial advisors by providing comprehensive administrative and technical support.
As the Paraplanner you will be working closely alongside their Financial Planning and Administrative Support teams to provide a professional research and report writing function as a key part of the businesses financial planning process.
Ideal candidates will have been working as a paraplanner and have achieved the level 4 diploma in financial planning, be organised and efficient within your work ethic and a all round team player.
Award winning financial planning firm with offices throughout Sussex providing integrated financial and tax advice service to a large bank of long term, highly satisfied clients are recruiting within their Worthing office for a Paraplanner.
As the business grows (primarily through acquisition) there are two genuine career paths that are available to the successful candidate, dependent on preferences, namely to Adviser or moving into a senior paraplanning position and undertaking more complex/technical cases, therefore this opportunity could suit applicants who have an open mind on the future at this stage of their career.
Plus: bonus and benefits package hybrid working Overtime (time and a half) (Realistic OTE £50k)
Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure that exemplary service levels are maintained for their client base, and resource is in place to ensure that the business is robust to deal with higher client demand.
During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful paraplanning team in assisting the Financial Planners of the business.
You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.
The part of the team has been working remotely across the UK for the last couple of years so training and onboarding is well established for a smooth transition.