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Paraplanner (Pensions Management)

2 months ago

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

Paraplanner - Leading National Wealth & Investment Management Organisation Guildford, hybrid, flexible working
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.

Our client is at the forefront of the Wealth and Investment Management sector, delivering top-tier financial solutions and services. Guildford, with flexible working options

Negotiable to around £55,000 per annum (depending on experience)
Private Medical Insurance (PMI)
Permanent Health Insurance (PHI)
Season Ticket Loan
Pension
Life Assurance
Generous holiday allowance, with the option to buy/sell days

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.
A robust understanding of financial products and industry regulations.
Exceptional report writing skills.

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.