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Company Description
Bluecoat Wealth Management Ltd is a multi award winning Chartered Financial Planning business founded in 2007. They provide independent advice and Financial Planning services to individuals in Sussex and South East England. The company operates on old-school values, whilst embracing AI and other new technologies, focusing on building strong long-term relationships with a select number of clients to deliver exceptional service.
Role Description
This is a full-time on-site role for a Paraplanner located in Hove. The Paraplanner will be responsible for financial planning, analytical tasks, investment research, financial analysis, and report writing to support the company's clients in achieving their financial goals.
Qualifications
* Financial Planning and Financial Analysis skills
* Analytical Skills and Investments knowledge
* Experience in Report Writing
* Finance background or related degree
* Strong attention to detail and organizational skills
* Must be Level 4 qualified
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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