Paraplanner / IFA

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

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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