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

Bookkeeper - Brighton

A Bookkeeper is required with strong knowledge of Xero, Bookkeeping, Audits and monitored and reviewed complete payroll accounts by a Chartered Accounts practice in Brighton. ClientYou will join a we …  more

Compliance Manager - Financial Services - Macclesfield

A Compliance Manager is required by an exciting technology driven financial services business, looking to take advantage of the ever growing FinTech movement. Candidates can expect a salary of up to & …  more

Financial Controller - Manchester

An experienced Financial Controller with experience managing multiple facilities and a small team of accounting staff is required by sites and European currency is required by our client in Central Ma …  more

Latest Accounting Jobs

  • Assistant Management Accountant - Part Qualified - Northwich

    Are you a part qualified Management Accountant, who is degree educated with strong Excel skills? If so, CV Screen has the role for you! Role Overview An experienced Assistant Management Accountant, w …  more

  • Bookkeeper - Immediate Start - Avonmouth

    Are you a Bookkeeper based around Avonmouth? Great, CV Screen is recruiting for a fantastic company based in Avonmouth, with fantastic newly fitted offices. In this varied role, you’ll be …  more

  • Finance Director - Healthcare - Cambridge

    A Finance Director with a strong range of Management Accounting and Commercial Management is required by our client in the Healthcare sector. A salary of up to £65k plus bonus is available. If  …  more