We are currently working with a leading Financial Planners based in Horley, Surrey, to recruit for a Paraplanner to join their team. Our client operates a hybrid structure with 3 days wfh and 2 in the office.
Company Overview: This highly regarded financial planning business is committed to providing comprehensive financial planning and wealth management services. The company supports its employees with a range of benefits and a positive work environment that fosters professional growth and personal well-being.
Role Responsibilities:
- Work closely with the team to deliver high-quality financial advice and service to clients.
- Assist in preparing meeting notes, conducting research, and supporting the delivery of advice to clients.
- Collaborate with stakeholders to help achieve the income objectives for the team.
- Provide essential briefings to financial planners on client issues for upcoming meetings.
- Engage with clients to gather necessary information and clarify details.
- Work proactively with colleagues to share best practices and contribute to the continuous improvement of processes and tools.
Package:
- Base Salary: Competitive salary up to £50,000
- Annual Discretionary Bonus: Performance-based bonus scheme
Benefits:
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Holiday Entitlement: 25 days of annual leave, with the option to buy up to 31 days
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Hybrid Working: 3 WFH & 2 in office
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Pension Scheme
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Death in Service Benefit
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Additional Benefits:
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Employee Assistance Program
This role offers a great opportunity to be part of a supportive and forward-thinking financial planning team.