Job Title:Paraplanner - Financial Services
Location:Esher (Hybrid 4 days in the office, 1 day from home)
Salary:£30,000- £45,000 per annum (depending on qualifications and experience)
Benefits:25 days holiday + bank holidays, on-site parking
About Us:
The firmis a well-established financial services firm specialising in [specific services, e.g., financial planning, wealth management, pensions, investments]. We are dedicated to providing comprehensive and personalized financial advice to our clients, ensuring their financial goals are achieved. We pride ourselves on offering a supportive and collaborative environment for our employees to grow their careers.
Position Overview:
We are looking for a highly motivated and detail-oriented Paraplanner to join theteam. The ideal candidate will have a strong understanding of financial products and services, with the ability to assist financial advisers in providing high-quality advice and preparing comprehensive financial plans for clients. You will work closely with advisers, clients, and other team members to ensure the smooth delivery of advice, ensuring all recomm...