Paraplanner / Trainee Financial Planner - Crawley

Do you have experience of working as a Paraplanner for an IFA or Wealth Management Company? 

If the answer is yes, then we have a fantastic opportunity to join a Certified Financial Advisory firm based near Crawley in Sussex.

In this varied role, you will provide support to the Senior Management team, assisting within a number of areas including Pensions, Savings and Estate planning.

You will ideally hold a Diploma in Financial Planning as a minimum, and any further CII qualifications would be considered advantageous.

CV Screen is recruiting for a firm of certified Financial Advisors based near Crawley in West Sussex.

Required Skills:
- Proven experience of Paraplanning / Financial Planning
- Diploma in Financial Planning – CII qualifications would be highly desirable
- Excellent organisational skills

Who will suit this role?
This is an excellent opportunity for a Paraplanner to join a certified Financial Advisors based near to Crawley.

There is potential for the role to progress into a Financial Advisor role in the medium term, but initially, the candidate must have proven Paraplanning skills to assist with the high workload of the Senior Management team.

Basic salary to £35,000 + Benefits

Crawley / West Sussex
Commute from Horsham / Redhill / Haywards Heath

To Apply:
Please send your CV to in strict confidence.

CV Screen is the Recruitment Agency managing this vacancy.

Job ref: 12538-MI

Similar Jobs

Part Time Accounts Assistant - 20 hours - Orpington

Are you an experienced Accounts Assistant looking for Part Time work (20 hrs pw) in Orpington? Then we have a fantastic opportunity for you to join a Financial Services Provider based in Orpington. Y …  more

Purchase Ledger Clerk / Finance Analyst - Abingdon

We are looking for someone with strong analytical skills and a background in Purchase Ledger, to operate as a Customer Account Manager, where you will advise customers on a wide range of issues includ …  more

Management Accountant - Oxford

A Senior Management Accountant is required by a Global organisation based just to the North of Oxford. The successful candidate will take up a senior post within the business and will be responsible f …  more

Latest Accounting Jobs