Paraplanner

Job details

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Location Horsham, United Kingdom
Date Posted 17th September 2019
Category Para Planners
Sector Investment
Retirement Planning
Salary £25000 to £35000 + benefits inc pension and excellent quarterly bonus. 
Industry Financial Services, IFA
Education N/A
Professional Quals Ideally progression towards Diploma in Financial Planning level 4
Work Hours Full
Reference 5044
Hiring Company Recruitment Connection Ltd
Region South East
Street Address N/A

Description

Paraplanner

Sussex based.

£25000 to £35000 + benefits inc pension and excellent quarterly bonus. 

My client is an award winning chartered financial planners providing award winning holistic financial planning and discretionary fund management.

They are seeking a paraplanner who is looking for a progressive career move with a growing company. Depending on your career goals this role is seen as an opportunity to develop your career as an IFA and manage your own client base.

The role covers preparing and maintaining the client file, research and analysis, implementing recommendations and attending client meetings.

You must

  • Ideally be working towards Diploma Level 4 (CII) and showing willingness to study and gain relevant qualifications.
  • Have a good understanding of wealth management practices and processes

The company offers a superb centralised investment proposition with award winning platform, secure client web portal, cutting edge technology and numerous industry awards.

Ref:  5044

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About

Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).