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Paraplanner, West Sussex coast. £40-50k plus benefits and discretionary annual bonus.
Great opportunity to join a leading Financial Adviser firm in Sussex who provide independent, holistic advice to a wide range of corporate and individual clients. They are looking for an experienced Paraplanner due to continued growth, ideally level 4 qualified or close to. Progression towards a Trainee Adviser is available in the future.
On offer is excellent training and development. A competitive salary and benefits package. Hybrid working (3 days in the office).
The role:
- Conducting extensive research and providing Advisers with technical assessments and reports.
- Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
- Produce technical and compliant suitability letters.
- Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
To apply:
- You must have previous experience in a Technical Paraplanning role.
- Ideally be Level 4 qualified or close to (support provided towards exams).
- Excellent communication and organisational skills.
- Ability to work under pressure, on your own initiative and as part of a team.
- Good understanding of compliance regulations.
For further details about this and many other opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.
