Paraplanner - mbf. : Job Details

Paraplanner Opportunity - Hybrid Working Model (3 days WFH, 2 days in the office)

We are currently recruiting for a Paraplanner on behalf of a well-established financial planning firm that operates a hybrid structure, with the flexibility to work 3 days from home and 2 days in the office.

Our clients office is based in Horley, Surrey.

Company Overview: Our client is dedicated to providing comprehensive financial planning and wealth management services. They are known for fostering a supportive work environment with a focus on professional development and employee well-being.

Role Responsibilities:

• Collaborate closely with the financial planning team to deliver high-quality financial advice and services to clients.
• Assist in preparing meeting notes, conducting research, and supporting the delivery of advice.
• Work with stakeholders to help achieve the team’s financial objectives.
• Provide essential briefings to financial planners on client matters ahead of meetings.
• Engage directly with clients to gather necessary information and clarify details.
• Share best practices with colleagues and contribute to improving processes and tools.

Package:

• Salary: Competitive, up to £55,000
• Bonus: Annual discretionary performance-based bonus

Benefits:

• Holiday Entitlement: 25 days of annual leave with the option to buy up to 31 days. Additional long service holidays: 1 extra day after 3 years and 2 extra days after 5 years.
• Pension Scheme
• Death in Service Benefit
• Additional Benefits:
  • Employee Assistance Program (EAP) for support services
  • Contribution towards eyesight tests and glasses for VDU work

This is a fantastic opportunity for an experienced Paraplanner looking to advance their career within a dynamic and supportive environment. If this opportunity aligns with your skills and aspirations, we’d love to hear from you!