Paraplanner jobs in West Sussex, England

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PARAPLANNER

Attending client meetings and taking minutes Analysing and interpreting data obtained during client meetings Analysing client's existing products to determine whether they meet the client's current objectives Undertaking fund perf...

CompanyFinancial Divisions
AddressWorthing, West Sussex
CategoryAccounting & Finance
SalaryCompetitive
Date Posted 2 weeks ago See detail

Paraplanner

Financial Divisions

Worthing, West Sussex

Competitive

Attending client meetings and taking minutes Analysing and interpreting data obtained during client meetings Analysing client's existing products to determine whether they meet the client's current objectives Undertaking fund perf...

Trainee Paraplanner

Vision-Fs Recruitment

West Sussex, England

Undertaking research to reach conclusions and recommendations for clients. Preparation of suitability letters. Involvement in the companys research processes including platform due diligence. Handling some client correspondence o...

Paraplanner

Vision-Fs Recruitment

West Sussex, England

Undertaking research to reach conclusions and recommendations for clients. Preparation of suitability letters. Involvement in the companys research processes including platform due diligence. Handling some client correspondence o...

Senior Paraplanner

Appointed Ltd

West Sussex, England

£40,000 - £60,000 per annum

Work side-by-side with two financial planners and our client service team. Draft and finalise letters, suitability reports and financial plans. These must be written in a clear, jargon-free way, and be highly individualised. Under...

Remote Paraplanner

Heat Recruitment

West Sussex, England

Discretionary Bonus. 23day holiday plus Christmas (holiday buy scheme). Social events. Pension Scheme. Vouchers and rewards. Benefit from referral schemes. Remote working with quarterly office based meetings - Please note initial...

Paraplanner

Dynamite Recruitment Solutions Ltd

West Sussex, England

£27,000 - £34,000 per annum

Preparing recommendation reports and client sign up packs, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds. Attending client and product provider meetings. Processing new business...