Company

Heat RecruitmentSee more

addressAddressBrighton, East Sussex
type Form of workFull Time
salary Salary£33,000 - £45,000 per year
CategoryAccounting & Finance

Job description

We are looking for a talented Paraplanner to join a well-respected and successful Sussex-based wealth management practice.You will be working in a busy team in support of our clients' wealth managers. You will have a strong technical ability and be adept at producing a high standard of work. Duties will include technical research, cashflow forecasting, and the preparation of suitability reports. Applicants must have a minimum of 2 years' paraplanning experience and have attained the Level 4 Diploma. You will have had exposure to usual paraplanning duties, be client-centric and with excellent attention to detail. You must be a great team player with excellent IT skills, with good product knowledge. Ideal candidates will be proficient with Intelligent Office and paraplanning software.Our client are offering a competitive salary and your career development and professional study will be fully supported. Benefits include private medical insurance, pension, DIS and 25 days' holiday - with the chance to buy or sell days. This role will be hybrid with 3 days being office-based.
Refer code: 2606190. Heat Recruitment - The previous day - 2024-01-24 16:13

Heat Recruitment

Brighton, East Sussex
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