Paraplanner

  • Location

    Worthing, West Sussex

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £35000 - £50000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2618_1602581176

  • Published:

    about 1 month ago

  • Expiry date:

    2020-11-12

  • Consultant:

    #

Our client is a highly regarded financial planning business with offices close Worthing, West Sussex. Their team of six Advisers, two Paraplanners and two Administrators is currently seeking to recruit an experienced Paraplanner due to increased business levels and expansion.

This organisation specialises in providing HNW private client advice to clients across the South East of England. Their current requirement is for a Paraplanner to join the business to provide technical support to an Adviser on a one to one basis. Duties will include; technical report writing, undertaking research on funds, assisting the Adviser with meeting preparation, attending client meetings etc.

Candidates will ideally hold their Diploma in Financial Planning although this is not essential. You will be offered excellent opportunities to develop your career as the business provide full financial backing for exams.