Paraplanner

2 weeks ago

Horley Surrey, United Kingdom mbf Full time €55,000

Paraplanner Opportunity – Hybrid Working Model (3 days WFH, 2 days in the office)

We are currently recruiting for a Paraplanner on behalf of a well-established financial planning firm that operates a hybrid structure, with the flexibility to work 3 days from home and 2 days in the office.

Our clients office is based in Horley, Surrey.

Company Overview: Our client is dedicated to providing comprehensive financial planning and wealth management services. They are known for fostering a supportive work environment with a focus on professional development and employee well-being.

Role Responsibilities:

  • Collaborate closely with the financial planning team to deliver high-quality financial advice and services to clients.
  • Assist in preparing meeting notes, conducting research, and supporting the delivery of advice.
  • Work with stakeholders to help achieve the team’s financial objectives.
  • Provide essential briefings to financial planners on client matters ahead of meetings.
  • Engage directly with clients to gather necessary information and clarify details.
  • Share best practices with colleagues and contribute to improving processes and tools.

Package:

  • Salary: Competitive, up to £55,000
  • Bonus: Annual discretionary performance-based bonus

Benefits:

  • Holiday Entitlement: 25 days of annual leave with the option to buy up to 31 days. Additional long service holidays: 1 extra day after 3 years and 2 extra days after 5 years.
  • Pension Scheme
  • Death in Service Benefit
  • Additional Benefits:
  • Employee Assistance Program (EAP) for support services
  • Contribution towards eyesight tests and glasses for VDU work

This is a fantastic opportunity for an experienced Paraplanner looking to advance their career within a dynamic and supportive environment. If this opportunity aligns with your skills and aspirations, we’d love to hear from you

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