Regulated Financial Planner

2 weeks ago


Farnham, Surrey, United Kingdom mbf. Full time

A top-tier financial planning firm seeks an experienced Paraplanner to provide expert technical support to its Chartered Financial Planners. This role demands a strong foundation in regulated financial planning, preferably a Diploma in Regulated Financial Planning (CII Level 4), and progress towards Chartered status or further qualifications.

The successful candidate can look forward to a comprehensive benefits package, including a salary range of £40,000-£50,000 dependent on experience, a bonus structure tied to performance, a pension plan, private medical insurance, generous annual leave, group income protection, health cash plans, life cover, and various other perks.

We pride ourselves on our adaptable working culture, allowing employees to balance their work and personal life effectively through our hybrid model.



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