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Guildford

    Financial Paraplanner - Guildford, Surrey, United Kingdom - mbf

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    Description
    Paraplanner - Leading National Wealth & Investment Management OrganisationGuildford, hybrid, flexible workingSalary to £45,000 (potentially negotiable) - plus benefitsMBF 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


    Location:

    Guildford, with flexible working optionsSalary:
    Negotiable to around £45,000 per annum (depending on experience)

    Benefits:
    Private Medical Insurance (PMI)

    Permanent Health Insurance (PHI)Season Ticket LoanPensionLife AssuranceFlexibensGenerous holiday allowance, with the option to buy/sell daysRole and Responsibilities:
    Collaborating with a Chartered Financial Planner to create comprehensive and insightful financial reports.
    Leveraging your expertise in various financial products to provide valuable support.
    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.


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