Paraplanner

Recruiter
Premier Jobs UK Limited
Location
Brighton
Salary
From £35,000 to £40,000 per annum
Posted
20 Apr 2017
Closes
20 May 2017
Sector
Retail
Contract Type
Permanent
Hours
Full Time
Are you a Paraplanner keen to join a growing financial advisory business, focused on advising HNW clients?

The Company

This recently established business was created by two well-experienced principals with a mission to provide first class advice to their clients. Their head office is based in Brighton and have 10+ Financial Advisers covering the South East of England. They are keen to develop their support staff team by recruiting a Paraplanner.

Roles and responsibilities

The business provides financial planning and wealth management advice to HNW individuals and business owners. In addition, they have specialist Advisers focusing on retirement planning through advising on their pension arrangements. As a Paraplanner, your duties will include: liaising with the Financial Advisers to ensure tasks are organised / undertaken within a compliant manner and timeframe; researching financial solutions by utilising the appropriate software and your industry knowledge; assisting in completing compliant reports/letters etc.

Requirements to be considered

In order to be considered for this role, you should have experience of paraplanning duties and be Level 4 DipFA qualified or working towards this qualification. Ideally, individuals should also have experience of pensions.

Benefits

Salary of £35,000 - £40,000 dependent upon experience plus benefits package for exceeding quality measuresYou will be joining a current support team of 2 Personal AssistantsThey have plans to grow the Paraplanning team, therefore chance to be part of a growing businessThey pride themselves on the first-class service provided to their HNW clients which is reflected in the reputation they have built.Office based role with off-street parking within 5 minutes’ walk, plus good transport connections.Locations

Saltdean, West Sussex

Contact us: Call us now on 0208 0044 154 to further discuss this position. Alternatively, press the ‘Apply Now’.

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.