Paraplanner

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Paraplanner

Guildford (Hybrid Working) £40,000

£46,000 + Bonus + Benefits We are currently working with a highly regarded wealth management and financial planning firm who are looking to appoint an experienced Paraplanner to join their team in Guildford. This is an excellent opportunity to join a well-established business where you will play a key role in supporting Financial Planners and delivering high-quality advice to clients. The Role:

Writing suitability reports across pensions, investments and protection Conducting technical research to support client recommendations Supporting Financial Planners with client cases Assisting with cashflow modelling Ensuring all client files are compliant and up to date About You:

Diploma qualified (DipPFS) Previous paraplanning experience Strong technical knowledge Excellent attention to detail Whats on Offer:

Hybrid working (1 day per week in the office) Competitive salary and bonus Strong support structure Clear progression opportunities

TPBN1_UKTJ
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Location:
Gb
Job Type:
FullTime
Category:
Banking

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