Overview
Paraplanner – Part or Fully Qualified
Worthing, West Sussex
Salary: £33,000 – £46,000 depending upon experience
Are you a Paraplanner who is now considering your next move?
- Would you like to work for an independent practice, where you will be working collaboratively on each clients financial plan?
- Are you stuck where you are and feel like you could be using your technical knowledge more?
- You have been promised multiple times that you can have more mentoring, or pay rises, however it just hasn’t materialised?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
If so, we can help…
Company/Role information:
- Our Client is a small, boutique independent wealth planning practice based in Worthing. You will be working closely with two Advisers in the business to help formulate the clients financial plan. This will involve full research, bespoke report writing and cash flow forecasting.
- The role is working in the office full time
- Salary is £30,000 – £40,000. There is also a discretionary bonus and benefits including PMI
- Hours of work – 9am-5pm
So, if the time is right to move roles into a family orientated Practice, then please apply and we can run through the role and company in more detail.