Posted 11 July by Recruitment Connection Featured

West/East Sussex
Salary dependent on experience + benefits inc pension and excellent quarterly bonus.

Information about the client:

  • My client is an award winning chartered financial planners providing award winning holistic financial planning and discretionary fund management;
  • They are seeking an experienced paraplanner or administrator who is looking for a growing company and will offer the opportunity to progress their career.

Requirements of the role as a Paraplanner:

  • A thorough understanding of wealth management practices and processes and the ability to communicate them clearly and effectively;
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions;
  • A passion for doing things well, with accuracy, detail and great presentation;
  • Professional, positive, energetic, supportive and friendly. A strong team player;
  • High level of integrity, work ethic and self-motivation;
  • Ideally Diploma qualified but must be happy to progress your exams to chartered with company support.

Employee benefits:

  • The company offer a superb centralised investment proposition with award winning platform, secure client web portal, cutting edge technology and numerous industry awards;
  • Example of awards won: October 2014: "not only did we win IFA Business of the Year for the second year in a row, we also won Best New Platform .

Ref: 4839

Required skills

  • Cash Flow
  • Holistic Financial Planning
  • Paraplanning

Application question

Do you have a level 4 certificate in paraplanning?

Reference: 33000814

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