top of page

WORK WITH US

Paraplanner / IFA

We are looking for a dynamic and experienced candidate to join our team for the long-term. â€‹

​

Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above position that has arisen due to an increase in workload caused by the demands of our expanding client base. Salary dependent on skills and experience.

 

Hours will be negotiable to fit around work/life balance, family commitments/school run, etc., and will be around 20 hours per week. Salary dependent on skills and experience. Free on-street parking at offices available.

 

We use a number of financial services software packages, including Intelliflo Office, PlanPlus Global, O&M, Trustnet, CashCalc, etc. We also use the service of Financial Services support provider, ThreeSixty Services.

 

The successful candidate will be dealing with all aspects of financial planning and will have direct contact with clients. Ideally, they would have achieved the CII Level 4 qualification and will have a sound academic background.

 

We would expect you to live within a 10 miles radius of our office.

 

Please apply with your CV and a covering note outlining what skills you will bring to our company. Send your application to: jc@culverhouse-accountants.co.uk

Work Experience

We currently have no work experience opportunities.  Should an opportunity arise, we will post it on this page.

  • LinkedIn - White Circle
  • Facebook - White Circle
  • Twitter - White Circle

Culverhouse & Co. is the trading name of Culverhouse & Co Ltd and Culverhouse Financial Planning Ltd.

 

Culverhouse & Co Ltd Company No: 6426365

Culverhouse Financial Planning Ltd Company No: 8470047

Registered Offices: 7 High Street, Farnborough Village, Kent, BR6 7BQ

Email: info@culverhouse-accountants.co.uk

VAT Number GB166078392

 

Culverhouse & Co Ltd is registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales.

​

Details about our audit registration can be viewed at www.auditregister.org.uk under reference number C001690279.

​

Culverhouse Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority for Financial Services. FCA Registration Number: 600931

​

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

​

​

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

​

Content within this website does not represents financial advice. If you would like personalised financial advice please contact a financial adviser. 
Taxation is based on current legislation which is subject to change and will also depend on the individual circumstances of each investor. The value of your investments can fall as well as rise and investors may not get back the full amount they initially invested.  Past performance is not a guide to future performance. 

​

© 2018 by Culverhouse & Co

bottom of page