Financial Planning Assistant

3 weeks ago

Guildford, Surrey, United Kingdom Cranleigh Personnel Full time
About the Role

We are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanner, you will play a crucial role in supporting our Independent Financial Advisors (IFAs) in delivering exceptional client service.

Key Responsibilities
  • Assist IFAs in preparing and presenting financial plans to clients
  • Conduct research and analysis to support the development of client plans
  • Collaborate with the team to ensure seamless delivery of client services
  • Provide administrative support to the IFA team
What We Offer
  • A dynamic and collaborative work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package
  • Flexible working arrangements, including hybrid working options
About Us

Cranleigh Personnel is a leading provider of financial services, dedicated to delivering exceptional client experiences. Our team is passionate about helping individuals and businesses achieve their financial goals.

We are committed to creating a positive and inclusive work environment that values diversity and promotes work-life balance.

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

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