Hybrid Paraplanner

Cameron James

Posted 4 hours ago, valid for 3 days

Worthing, West Sussex BN13 3EF, England

Full Time

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Sonic Summary

Our client in West Sussex offers integrated financial and wealth management solutions to individuals and businesses.
They are seeking candidates with a minimum of 3 years' experience in a paraplanning role, specifically in preparing Annual Reviews and Recommendation Reports.
The position offers a competitive salary along with long-term prospects and career progression.
Employees will enjoy a relaxed, friendly work environment, flexible and hybrid working options, and employer pension contributions.
Candidates should be Level 4 Diploma qualified and experienced with systems like Intelligent Office, CashCalc, Genovo, and FE Analytics.

Our client, based in West Sussex provides an integrated financial, fully comprehensive wealth management solutions to individuals, business owners and professionals throughout the various stages of life.

This is a fantastic opportunity whether it be a lifetime Paraplanner/Technical Administrator or a candidate looking for progression into other areas.

They are offering:

A competitive salary

Working in a relaxed, friendly, modern environment

Long term prospects and career progression

Employer pension contributions

Relaxed dress code policy

Flexible and hybrid working

When fully trained can work from either of their two offices. Locations to be discussed on enquiry.

Experience required:

Minimum of 3 years’ experience in a paraplanning role preparing Annual Reviews and Recommendation Reports

Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) essential

Level 4 Diploma qualified Ideally

For a full, comprehensive job description please contact Cameron James or apply on-line.

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