Our client is a fully independent Chartered Financial Planner who have been established for over 30 years.
You will be working in a newly renovated historic building making your working environment a pleasure to be in.
Due to on going success require a client facing Senior Paraplanner to join the team and provide day to day support to the Financial Planners
The Paraplanners will attend some client meetings, research and produce technically accurate and well-written follow-up work.
The pay range is approximately £50,000 – £60,000, dependent on qualifications and experience.
The full range of benefits you would expect from a quality, financial planning firm, including membership of the pension scheme, medical insurance, death in service and income protection.
Position Summary: Supporting the Financial Planner to deliver client service commitment by following the client engagement and ongoing service processes.
Further details of key duties, responsibilities and personal specification can be provided upon request.
The Location: East Sussex. The new office has been developed with flexible and healthy working in mind, and employees are encouraged to move around the building to enjoy different types of working environments, depending upon the tasks they are undertaking.
There is on-street parking less than 10 minutes away and the local train station, which provides direct links to Brighton, Eastbourne and Haywards Heath, is just a 5-minute walk. There is an abundance of independent and well-known shops and cafes within walking distance, making it easy to enjoy the vibrancy of this lovely county town.
You must be qualified. Ideally Chartered or working towards
The role is predominantly office based.
Please apply on-line of contact Cameron James.