Financial Planning Assistant / Paraplanner

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  • Permanent

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We are delighted to be working alongside our client who are a forward thinking financial planning firm based in Lewes, East Sussex

They are supportive of ongoing learning, uphold the value of working as a team and have recently moved to brand new offices in the town centre.

The role:

Our client is seeking a Financial Planning Assistant / Paraplanner to join their team and provide day-to-day support to the Financial Planners. The Financial Planning Assistant role is client focused and will attend client meetings when required.

The salary range is from £25,000 – £40,000, dependent on qualifications and experience.

Mon-Fri role

The role involves supporting the Financial Planner to deliver excellent levels of client service commitment by following the client engagement and ongoing service processes.

There is street parking less than 10 minutes away and the local train station, which provides direct links to Brighton, Eastbourne and Haywards Heath is just a 5-minute walk.

This is an excellent opportunity to join a superb firm who offer a great career pathway and excellent company benefits

First Recruitment Services is acting as an employment agency on behalf of this vacancy

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