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Paraplanner

3 weeks ago

Hailsham, United Kingdom Finlink Ltd Full time

A great opportunity for a paraplanner to work within a directly authorised independent financial advisory firm in Sussex. The firm will look to support you in completing further qualifications if desired.

The Company:

- They are a small to medium-sized financial planning firm in Sussex
- A business that values employee input - they frequently hold meetings to allow staff to make suggestions and changes to the business
- The firm is looking to expand their team, and will support you to progress and take on more responsibilities

The Benefits:

- Salary of up to £40k pa with annual bonuses, averaging £2-4k per year
- Employer pension contribution
- Support for you to obtain industry standard qualifications
- 21 days holiday and the business shuts during the Christmas period (plus bank holidays)
- Could move into advisory role in the future

The Role
- Paraplanner duties including meeting preparation, producing suitability reports and conducting research
- Obtaining illustrations and doing portfolio valuations for clients, as well as general administration duties
- Based in the Sussex
- Monday to Friday, 8am-4pm (during summer)
- Monday to Thursday, 9am-5am, Friday 8am-4pm (during winter)