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Paraplanner

2 months ago

Guildford, United Kingdom mbf Full time

Paraplanner - Leading National Wealth & Investment Management Organisation

Guildford, hybrid, flexible working

Salary to £55,000 (potentially negotiable) - plus benefits



The following information provides an overview of the skills, qualities, and qualifications needed for this role.

MBF Recruitment are delighted to partner with our respected client, a leading National Wealth & Investment Management organisation, to assist in their search for a Paraplanner to join their team in Guildford.


Company Overview:

  • Our client is at the forefront of the Wealth and Investment Management sector, delivering top-tier financial solutions and services. Their commitment to excellence has made them an industry leader, and they are seeking a Paraplanner to contribute to their continued success.


Location:

Guildford, with flexible working options


Salary:

Negotiable to around £55,000 per annum (depending on experience)

Benefits:

  • Private Medical Insurance (PMI)
  • Permanent Health Insurance (PHI)
  • Season Ticket Loan
  • Pension
  • Life Assurance
  • Flexibens
  • Generous holiday allowance, with the option to buy/sell days


Role and Responsibilities:

In this role, you will be responsible for:

  • Collaborating with a Chartered Financial Planner to create comprehensive and insightful financial reports.
  • Leveraging your expertise in various financial products to provide valuable support.
  • Assisting in developing tailored investment strategies.
  • Ensuring an exceptional client experience.


Candidate Requirements:

We are seeking driven individuals who can meet the following criteria:

  • Diploma-level qualifications at a minimum.
  • Chartered status or active pursuit of this advanced certification is highly desirable.
  • A robust understanding of financial products and industry regulations.
  • Exceptional report writing skills.


Additional Information:

  • This role offers flexible working arrangements, with an expectation of three office-based days per week.
  • The successful candidate will receive a competitive salary, a comprehensive benefits package, and the opportunity to be a vital part of one of the industry's most respected organisations.