Due to a sustained period of growth and success, an award winning Wealth Management firm are looking to add a Paraplanner to their expanding West Sussex based office on a permanent basis.
The successful candidate will be joining an existing team of Paraplanners where you will need to help assist the company's Financial Advisors in assessing your client's current financial circumstances followed by preparing reports and presentations on how you can help support them. You will need to work closely with the team of administrators and provide assistance to them where necessary.
It is essential that you are already working in a Paraplanner role and ideally Level 4 qualified or at least studying towards it. You will need to be able to demonstrate a background in attending meetings and creating suitability reports, completing thorough market research and building long lasting relationships with clients. You need be able to work well under pressure in a vary fast paced environment.
This is a fantastic opportunity to build upon your experience in a company with a track record in developing staff and promoting internally. It's a sociable office who regularly partake in activities and outings. You will be rewarded with a very generous basic salary and limited parking on site.
Please quote PRD1611-141 when calling Alexander Lloyd on 01293 572900 and ask for our Pensions and Benefits division This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.
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