Private Client Paraplanner

  • Location:

    West Sussex

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    benefits

  • Contact:

    Nick Tagg

  • Contact email:

    nick.tagg@search.co.uk

  • Job ref:

    Req/537767

  • Published:

    25 days ago

  • Expiry date:

    2019-10-19

  • Startdate:

    ASAP

We are currently working with a leading firm of Chartered Financial Planners in the West Sussex area who have very rare and exciting opportunity for an experienced Paraplanning professional to join their established team.

The firm is privately owned and manages in excess of £650m of FUM dealing exclusively in the Private Client personal financial planning market. It is led by a highly experienced and well qualified team of industry professionals who have created a real success story since establishing the business 7 years ago.

To be considered for this role you must be at Diploma level 4 qualified able to evidence experience of carrying out a Paraplanning role within an IFA firm. Ideally your background should include experience of cash flow modelling (using Voyant preferably) and you should be comfortable in attending client meetings alongside an adviser.

The company are based in the mid Sussex countryside with limited public transport links, therefore you will need to have your own transport to be considered for the role.

For more information please contact Nick Tagg in confidence on 01293 848137 or email nick.tagg@search.co.uk

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.