Paraplanner
Salary: £40,000 - £50,000
Location: Weybridge
Hybrid 2 days a week work from home
About the Role
A client of ours is looking to grow within the Paraplanning team. We are looking for a skilled Financial Planning Analyst who has experience with reports and high-level service experience.
The company is a medium-sized accountancy firm with over 200 employees. The office is based in Weybridge, and this position offers hybrid working with the option to work from home 2 days a week.
Key Responsibilities:
1. Providing workflow updates
2. Research and reporting
3. Portfolio Management
4. Pre-approval processes and regulatory requirements
What We’re Looking For
1. Excellent written and verbal communication
2. Level 4 Qualification
3. Experience with research and reporting
4. Advisory experience
What’s Next?
If this sounds like it could be worth a conversation, then apply today and we’ll aim to be in touch shortly.
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