Paraplanner

Posted 5 days ago by Financial Divisions
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Job Title: Paraplanner

Location: Crowborough

Salary: £30K to £37K

Pension + Bonus + Holiday + Flexible benefits + full study support

I am currently recruiting for a well-established Independent Wealth Management Firm who require Paraplanner to join the team based over in Crowborough. With two aspects of the business (Advise side and investment side), you will be working alongside the Director. As a Paraplanner you will be expected to provide the technical Paraplanning support for High Net Worth.

My client offers a structured career path for their employees and you are encouraged to study your industry qualifications in order to become diploma qualified. As a Paraplanner you will further your knowledge and skills developing.

Paraplanner duties include sending letters of valuations, producing suitability reports and cash flow modelling as well deal with client and or provider queries.

If you are looking for a career as a Paraplanner or as an Adviser but need your employer to dedicate their time to your development, then please send your CV or call for a confidential chat

Recommend a friend - if you recommend a friend or colleague to us and we are successful in securing them a new role, we will give you £250 of High Street vouchers of your choice as a thank you

Reference: 37655544

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