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Reed
,
Worthing, West Sussex
Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
My client is a successful Wealth Management firm who is seeking an experienced Diploma Qualified Paraplanner to join their Worthing team Level 4 Diploma Qualified in Financial Planning Ideally Studying towards Chartered status Researching and preparing suitability reports for the advisers. Ideally experience of O&M, Intelligent Office, Dynamic Planner, cash flow modelling software Strong fund and investment knowledge, experience of IHT products