Financial Paraplanner
4 weeks ago
We are partnering with a respected client, a leading National Wealth and Investment Management organisation, to assist in their search for a Paraplanner to join their team in Guildford.
About the Role:
- Collaborate with a Chartered Financial Planner to create comprehensive financial reports.
- Leverage expertise in various financial products to provide valuable support.
- Assist in developing tailored investment strategies.
- Utilize a robust understanding of financial products and industry regulations.
- Deliver exceptional report writing skills.
What We Offer:
- A competitive salary, negotiable to around £55,000 per annum (depending on experience).
- A comprehensive benefits package, including Private Medical Insurance (PMI), Permanent Health Insurance (PHI), Season Ticket Loan, Pension, Life Assurance, and a generous holiday allowance.
Working Arrangements:
This role offers flexible working arrangements, with an expectation of three office-based days per week.
About Our Client:
Our client is at the forefront of the Wealth and Investment Management sector, delivering top-tier financial solutions and services.
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