Financial Planning Assistant

4 weeks ago


Guildford, Surrey, United Kingdom mbf Full time
Paraplanner Opportunity

We are seeking a skilled Paraplanner to join our team in Guildford, working closely with a Chartered Financial Planner to create comprehensive financial reports and provide valuable support in developing tailored investment strategies.

About the Role
  • Collaborate with a Chartered Financial Planner to create insightful financial reports.
  • Utilize expertise in financial products to provide exceptional support.
  • Assist in developing tailored investment strategies.
  • Ensure an exceptional client experience.
Requirements
  • Diploma-level qualifications at a minimum.
  • Chartered status or active pursuit of this advanced certification is highly desirable.
  • Robust understanding of financial products and industry regulations.
  • Exceptional report writing skills.
What We Offer
  • Competitive salary.
  • Comprehensive benefits package.
  • Flexible working arrangements.

This is an excellent opportunity to be a vital part of a respected organisation in the Wealth and Investment Management sector, delivering top-tier financial solutions and services.



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