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Paraplanner

mbf.
Posted 8 hours ago, valid for a month
Location

Guildford, Surrey GU48EY, England

Salary

£55,000 per annum

Contract type

Full Time

Health Insurance
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Paraplanner at a leading National Wealth & Investment Management organisation located in Guildford, offering hybrid and flexible working options.
  • The salary for this role is negotiable, with a potential maximum of £55,000 per annum, depending on experience.
  • Candidates are required to have at least a diploma-level qualification, and pursuing Chartered status is highly desirable.
  • The role involves collaborating with a Chartered Financial Planner, creating financial reports, and developing tailored investment strategies.
  • Additional benefits include private medical insurance, pension, life assurance, and a generous holiday allowance.

Paraplanner - Leading National Wealth & Investment Management OrganisationGuildford, hybrid, flexible workingSalary 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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.