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PARAPLANNER ( fast progression into Advice), Horsham area, £40/50k

Financial Divisions
Posted 10 hours ago, valid for 8 days
Location

Horsham, West Sussex RH13 0NE, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The independent wealth management firm is seeking to recruit two paraplanners due to successful growth.
  • Candidates must have completed the Level 4 Diploma and possess at least 12 months of technical experience.
  • The role offers a fully client-facing opportunity, providing dedicated support to a Chartered Adviser.
  • The salary includes a discretionary bonus, reflecting the firm's commitment to employee development.
  • This position presents a chance for career advancement, with potential movement into an advisory role in the future.

Discretionary bonus, great career development opportunity

Due to the successful growth of this wonderful locally based independent wealth management firm, the Directors are now looking at recruiting two additional paraplanners to the team, with the minimum requirement being the completion of Level 4 Diploma and 12 months technical knowledge and writing suitability reports.

Fully Client facing opportunity

** Provide dedicated 1 on 1 support with the Chartered Adviser

** Very successful boutique business working with 400 + long standing clients with investable assets up to c £1m+

** Advisers provide whole of market Advice to HNW retirees, accumulators, small business owners and families across the Sussex area

** Advice is provided across pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc

** Work with a variety of platforms and analytical tools

** You will be drafting reports, doing analysis, cashflow modelling and some occasional admin work

** This is a very progressive role with the opportunity of moving into Advice in the future

To learn more, contact Camilla Howden at Financial Divisions.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.