Paraplanner Exciting Progression Opportunity
Paraplanner – Exciting Progression Opportunity
Brighton & Hove| Salary: £40,000 + package
A leading Independent Financial Advisory firm are looking for a highly competent individual to join their ever-expanding team in a Paraplanner capacity. The well-established, yet small, friendly company, have built an outstanding reputation for providing first-class advice to a broad range of clients.
Elements of the role will involve:
·Preparation of Suitability Letters and Report Writing
·Conducting research and updating Leads information
·Working closely with the Financial Planners, providing all aspects of technical support within the Wealth Management team
·Leasing with Clients and third parties, maintaining trust and developing positive relationships
·Accompany consultants on client visits, if required
·Be mindful of, and operate within, compliance and company rules and regulations
This is a fantastic opportunity for an individual with prior experience gained within an IFA environment, looking to progress within a small, but very supportive company. The firm provides a great environment and culture with many of their staff having been with them for many years. Able to work independently with a real ‘can-do’ attitude, the company is willing to provide support for further professional qualifications. They would ideally like someone who is working towards/completed their Diploma in Financial Planning, although not essential.
In return the offer:
·A good basic remuneration and benefits package
·The opportunity to thrive within a supportive and friendly environment
·Commitment to your continuous professional development
For more details, please contact Briony Malden
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