Paraplanner

Division: Financial Advice
Location: Worthing

MHA Carpenter Box Financial Advisers provides an integrated financial and tax advice service. Our experienced financial advisers work very closely with our professional tax advisers to provide a fully comprehensive wealth management solution.

We work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we have a range of solutions to meet your needs.

We currently have an opportunity for an experienced Paraplanner to join our team. The successful candidate will working closely with our Financial Advisers and Sales Support teams.

What can we offer you?
  • A competitive salary
  • Working in a relaxed, friendly, modern environment
  • Long term prospects and career progression
  • Paid overtime or time off in lieu if you work over your contracted hours
  • 9% pension contributions
  • Access to the Carpenter Box Lifestyle hub which offers discounts for high street and online shops
  • Relaxed dress code policy
  • WPA Cash Plan (after a qualifying period)
  • Support packages can be discussed for employees wishing to undertake professional qualifications relevant to their role
The role would include:
  • Preparing and maintaining client files,
  • Preparing and implementing recommendations
  • Ensuring all compliance paperwork is present
  • Due diligence associated to the investment committee
  • Assisting in providing technical support
  • Coaching of team members
  • Writing reports based on clients requirements
  • Being a point of reference for advisers
  • Consistently researching and reviewing market products available
The ideal candidate:
  • Excellent organisational skills
  • Ability to work on own initiative and plan own workload
  • Thorough understanding of all compliance regulations
  • Good decision-making skills
  • Use initiative based on the findings of their research
  • Level 4 Diploma qualified
  • Previous experience as a Paraplanner essential
  • Supervisory experience would be beneficial
  • Adaptable and happy to take on new challenges

If you have any questions about this role, contact HR Manager Helen Ruff for more information.

Please send your CV and covering letter below

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