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.
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)
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 Worthing and they are currently looking for an experienced Financial Services Administrator to join the team
We are looking for an experienced IFA Administrator who has Intelligent Office experience
Our client is a successful and established IFA firm based in Worthing and they are currently looking for an experienced Administrator to join their team
This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support
We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £30000 plus benefits.
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
Lloyd Recruitment Services are delighted to be recruiting for a highly professional and well established wealth manager that seeks an experienced Paraplanner to join their team.
Alongside the competitive salary, the client is offering pension contributions, life assurance, cash plan, discounts from high street and online shops, a relaxed, friendly, modern working environment with long term career development potential, and support with professional studies!
After the initial training period in the office, the successful candidate can be work on a hybrid basis.
The company provides an integrated financial and tax advice service.
We are currently recruiting for a Financial Planning practice in Worthing who are looking to recruit a Paraplanner to join their team.
Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution.