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Financial Planning Associate

2 months ago


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

Financial Planning Firm Opportunity

**About the Role**

We are seeking a skilled Paraplanner to join our team at a well-established financial planning firm. The ideal candidate will have a strong background in financial planning and a passion for delivering high-quality services to clients.

**Key Responsibilities**

* Collaborate closely with the financial planning team to deliver exceptional financial advice and services to clients
* Work with stakeholders to help achieve the team's financial objectives
* Provide essential briefings to financial planners on client matters ahead of meetings

**What We Offer**

* Annual discretionary performance-based bonus
* 25 days of annual leave with the option to buy up to 31 days
* Additional long service holidays
* Pension Scheme
* Employee Assistance Program (EAP) for support services

**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.

**Location**

Our clients office is based in Horley, Surrey.

**Work Arrangement**

This role offers a hybrid working model, with the flexibility to work 3 days from home and 2 days in the office.