West Sussex
35000.00 - 40000.00 GBP Annual + GBP35000 - GBP40000/annum
18 Apr 2017
02 May 2017
Contract Type
Full Time
Are you a Paraplanner keen to join a growing financial advisory business, focused on advising HNW clients?

The Company
This recently established business was created by two well-experienced principals with a mission to provide first class advice to their clients. Their head office is based in Brighton and have 10+ Financial Advisers covering the South East of England. They are keen to develop their support staff team by recruiting a Paraplanner.

Roles and responsibilities
The business provides financial planning and wealth management advice to HNW individuals and business owners. In addition, they have specialist Advisers focusing on retirement planning through advising on their pension arrangements. As a Paraplanner, your duties will include: liaising with the Financial Advisers to ensure tasks are organised / undertaken within a compliant manner and timeframe; researching financial solutions by utilising the appropriate software and your industry knowledge; assisting in completing compliant reports/letters etc.

Requirements to be considered
In order to be considered for this role, you should have experience of paraplanning duties and be Level 4 DipFA qualified or working towards this qualification. Ideally, individuals should also have experience of pensions.

• Salary of GBP35,000 - GBP40,000 dependent upon experience plus benefits package for exceeding quality measures
• You will be joining a current support team of 2 Personal Assistants
• They have plans to grow the Paraplanning team, therefore chance to be part of a growing business
• They pride themselves on the first-class service provided to their HNW clients which is reflected in the reputation they have built.
• Office based role with off-street parking within 5 minutes' walk, plus good transport connections.

Saltdean, West Sussex

Apply now or call David Fletcher Regional Recruitment Consultant on (Apply online only)

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