- Job reference
- Horsham, West Sussex, United Kingdom
- Start date
- To be arranged
- Administration & underwriting jobs / IFA jobs / Other jobs
- Contract type(s)
- Full time
- Date posted
Description, duties, responsibilities
£30000 to £37000 + 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.
- If not already diploma qualified, 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.