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Financial Services Vacancies

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 Nsure Financial Services Ltd

Independent Financial Advisers based in Central Worthing

 

We are a local, family run firm of Chartered Financial Planners and we take pride in offering all our clients excellent advice and service. Our clients are individuals and businesses based predominantly locally but also some further afield. We specialise in retirement planning, investment solutions, tax planning and also advise on life assurance and mortgage needs.

 

Due to the ongoing expansion of our business we are looking for three people to join our existing team to support our busy Financial Advisers. You will be working in our Rowlands Road office. The available roles are as follows:

 

Full time Paraplanner

 

An experienced Paraplanner holding the Diploma in Financial Planning or actively working towards this qualification, to join our two existing Paraplanners. You will be working closely with our Financial Advisers conducting research and writing client reports and must therefore be able to demonstrate a sound knowledge of pensions, investments and life assurance, including an understanding of the tax treatments and associated risks in each area of advice.

 

Full time Administrator

 

An experienced Administrator to join our support existing team. You will be dealing with the processing of new business applications, client requests and general ongoing maintenance of our client portfolios. You will deal with all areas of business including pensions, investments and life assurance for our individual and corporate clients.

 

Part time Administrator

 

To cover a very specific role within our organisation. Instead of dealing with general administration for our clients, you will be responsible for the work required to conduct monthly investment reviews for our existing clients. This includes updating client portfolios and producing valuations as well as executing specific transactions within their portfolios as a result of the investment review recommendations.

 

To be successful in the above roles you must have a consistently excellent attention to detail, a methodical and organised approach to work with the ability to work on your own initiative. Excellent standards of English and Maths are also a must.

 

Hours for the full time positions are Monday to Friday 9am to 5.30pm. Hours for the part time position are flexible but we would require a minimum of 23 hours per week.

 

For further details of any of these positions, including salary ranges, please email Sarah Gray at This email address is being protected from spambots. You need JavaScript enabled to view it. with an up to date CV.

 

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