Paraplanner - Chartered Financial Advisers
Our client is a well-respected Chartered financial planning business with offices in Worthing, Sussex.
Their current requirement is for an experienced Paraplanner to join the business to provide support to a team of Senior Financial Advisers. They are also willing to look at more junior candidates who are in a Senior administrator position looking to take the step up into Paraplanning.
You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Paraplanner you will work closely with a Senior Adviser, as well as this you will have a dedicated Administrator who will undertake your administrative tasks including scanning, filing etc.
To be considered for this opportunity you should have previous experience within a financial planning administration capacity. Candidates will have ideally started their CII exams although this is not a necessity. You can expect excellent support both financially and with training to attain further CII exams. Full training will be provided and you will be looking to progress in to a full Paraplanner role in the future.
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