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Job Location | East Sussex |
Education | Not Mentioned |
Salary | £22,000 - £40,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
This is an exciting opportunity for an experienced Paraplanner to join a successful Financial Planning firm, based in East Sussex. Focusing on providing a high quality financial planning service to its valued clients, this firm has built a sound reputation within the industry and is ever growing in stature.The Role:This unique opportunity is a paraplanning role in which the chosen candidate will assist the Financial Planners throughout the entire client process, from the early client correspondence stage, through the suitability report writing and supervising the administrative staff to ensure a smooth client process. Other duties may include performing research, obtaining illustrations, using analytical software and client liaison.What’s needed for me to be considered
Keyskills :
Financial Planning Paraplanning Rept Writing Suitability Financial Planners