Senior Financial Support Specialist

3 weeks ago


Farnham, Surrey, United Kingdom mbf. Full time
Job Overview

A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With a strong presence across the South West and London, this well-established and reputable company has experienced steady growth over recent years.

The Role: Due to increased business demand, they are looking for a Paraplanner to provide full technical support to Chartered Financial Planners and Financial Planners. This role will focus on delivering comprehensive technical assistance, allowing advisors to concentrate on client-facing activities.

Key Requirements:

  • You must hold a Diploma in Regulated Financial Planning (CII Level 4) as a minimum.
  • Progress towards Chartered status, or any additional qualifications, would be highly advantageous.

What's On Offer: Our client takes pride in their low staff turnover, which is attributed to exceptional on-the-job training, a supportive working environment, and extensive opportunities for career progression. Whether you're looking to advance into advisory or management roles, or prefer to develop further as a Paraplanner, the business offers a clear, structured progression path.

The company provides a highly competitive package, including:
Salary: Up to £45,000 (dependent on experience)
Bonus: Discretionary
Pension Scheme: Available
Private Medical Insurance: Provided
Holiday Entitlement: Generous
Group Income Protection: Offered
Health Cash Plans: Provided
Life Cover: Included
More Benefits: And more

Work-Life Balance: Recognising the importance of flexibility, the company offers a hybrid working model, with 2 days in the office and 3 days working from home.



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