Paraplanner

Sussex (East and West)

Ref. No 4075

Paraplanner Chichester West Sussex Up to £30,000 + benefits

My client is a fast growing Wealth Advice business with offices throughout the UK.
The company offers fee based, independent wealth advice and investment management services to private individuals, with investable assets in excess of £100,000. They also offer comprehensive employee benefits consultancy and discretionary investment management services to small and medium sized enterprises (SMEs).
They are opening a new office and require a paraplanner to work with a small team of IFA’s. You will receive extensive head office support but must be able to work under your own steam.

You will need to have or show:
• Strong technical knowledge of financial services products.
• Experience in a Wealth Management environment.
• Effective communication, both verbally and in writing.
• Effective use of Microsoft Office products.
• Organisational and analytical skills.

You must have excellent report writing skills and be well qualified with at least two exams of the Diploma

Ref: 4075

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