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.