Paraplanner - Leading National Wealth & Investment Management Organisation
Guildford, hybrid, flexible working
Salary to £55,000 (potentially negotiable) - plus benefits
MBF Recruitment are delighted to partner with our respected client, a leading National Wealth & Investment Management organisation, to assist in their search for a Paraplanner to join their team in Guildford.
Company Overview:
- Our client is at the forefront of the Wealth and Investment Management sector, delivering top-tier financial solutions and services. Their commitment to excellence has made them an industry leader, and they are seeking a Paraplanner to contribute to their continued success.
Location:
Guildford, with flexible working options
Salary:
Negotiable to around £55,000 per annum (depending on experience)
Benefits:
- Private Medical Insurance (PMI)
- Permanent Health Insurance (PHI)
- Season Ticket Loan
- Pension
- Life Assurance
- Flexibens
- Generous holiday allowance, with the option to buy/sell days
Role and Responsibilities:
In this role, you will be responsible for:
- Collaborating with a Chartered Financial Planner to create comprehensive and insightful financial reports.
- Leveraging your expertise in various financial products to provide valuable support.
- Assisting in developing tailored investment strategies.
- Ensuring an exceptional client experience.
Candidate Requirements:
We are seeking driven individuals who can meet the following criteria:
- Diploma-level qualifications at a minimum.
- Chartered status or active pursuit of this advanced certification is highly desirable.
- A robust understanding of financial products and industry regulations.
- Exceptional report writing skills.
Additional Information:
- This role offers flexible working arrangements, with an expectation of three office-based days per week.
- The successful candidate will receive a competitive salary, a comprehensive benefits package, and the opportunity to be a vital part of one of the industry's most respected organisations.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
