An established Wealth Management firm based in Worthing have an exciting position for a Paraplanner to join their small yet highly successful firm.
The main purpose of this role will be assisting the Advisors with their workload and cases.Experience wise, you will need to have had previous experience working within a sales support/ paraplanning or IFA Administration role and an excellent understanding of the Financial Services Industry. Progression towards industry-related exams is advantageous and you will need to possess excellent verbal and written communication skills, and be comfortable working closely with key, high-profile clients on a daily basis.
Please quote when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.