Senior Paraplanner | Hybrid, Wealth & Tax Advisory in Worthing

Senior Paraplanner | Hybrid, Wealth & Tax Advisory in Worthing

Worthing Full-Time On-site
C

CB Financial Advisers is recruiting for a full-time Paraplanner (Level 4) to join our team on a hybrid basis across the UK. You will work closely with Financial Advisers and Sales Support to prepare and implement recommendations and maintain client files.

The ideal candidate has 3+ years paraplanning experience, proficiency with Intelligent Office, CashCalc, Genovo and FE Analytics, and strong compliance knowledge. We value flexibility and career growth within a relaxed, modern environment.

#J-18808-Ljbffr

C

Contact Details:

CB Financial Advisers Recruitment Team