PARAPLANNER ( fast progression into Advice), Horsham area, £40/50k - Financial Divisions : Job Details

Discretionary bonus, great career development opportunity

Due to the successful growth of this wonderful locally based independent wealth management firm, the Directors are now looking at recruiting two additional paraplanners to the team, with the minimum requirement being the completion of Level 4 Diploma and 12 months technical knowledge and writing suitability reports.

Fully Client facing opportunity

** Provide dedicated 1 on 1 support with the Chartered Adviser

** Very successful boutique business working with 400 + long standing clients with investable assets up to c £1m+

** Advisers provide whole of market Advice to HNW retirees, accumulators, small business owners and families across the Sussex area

** Advice is provided across pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc

** Work with a variety of platforms and analytical tools

** You will be drafting reports, doing analysis, cashflow modelling and some occasional admin work

** This is a very progressive role with the opportunity of moving into Advice in the future

To learn more, contact Camilla Howden at Financial Divisions.