Paraplanner - Hybrid

Paraplanner - Leading National Wealth & Investment Management Organisation

Guildford, hybrid, flexible working

Salary to £45,000 (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 £45,000 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.