About us
We are a Sussex-based firm with over 30 years’ experience helping clients with a diverse range of financial needs to create perfectly tailored solutions. We have an experienced team of Pension Transfer Specialists, mortgage advisers and Chartered Financial Planners to assist with holistic financial advice. Following acquisition from Cow Corner, the Pembroke group have recently expanded to include a Brighton office (previously Antrams Financial Services) and Horsham office. The group are on an upward growth trajectory with support from Cow Corner to become the frontrunner for financial services on the south coast.
Opportunity Overview
The role of the Paraplanner is to work alongside and provide knowledgeable and technical support to our Adviser(s) to ensure the appropriate end to end management of the client lifecycle using the Pembroke Financial Services (PFS) agreed policies, processes and toolset.
The Paraplanner reports to the Adviser(s) and PFS Support Manager.
Hybrid Working
The role will be three days in the office, with flexibility depending on experience.
Job Responsibilities
| Industry qualifications: CISI/CII Level 4/DipPP, J09, J10, CF1/R01-6 | Eagerness to progress to Chartered Financial Planner status (preferred) |
| A minimum of 4 years relevant industry experience | Excellent administrative, research, report writing and communication skills |
| Excellent analytical skills with a preference for working in a structured, planned manner | Maintained suitable CPD level and desire to continue progression |
Training and Development
PFS will provide ongoing training and support throughout your career and offer full qualification support through CII. The nature of the paraplanner position means an expectation for industry relevant qualifications and continued professional development. We offer personalised progression pathways, relevant to both individual and business needs and PFS are committed to always promoting our staff’s career development and as a growing business, there is plenty scope for enhancing your career with us.
