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.
- 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
Please send your CV to email@example.com in strict confidence.
CV Screen is the Recruitment Agency managing this vacancy.
Job ref: 12538-MI
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