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Paraplanner
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Weybridge
Hybrid
GBP 40,000 - 50,000
Full time
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Job summary
An established industry player is seeking a talented Financial Planning Analyst to join their growing Paraplanning team. This role offers a unique opportunity to work in a hybrid environment, allowing for flexibility with two days of remote work each week. The ideal candidate will have a strong background in financial planning, excellent communication skills, and experience in research and reporting. Join a medium-sized accountancy firm that values high-level service and professional growth, where your contributions will directly impact client satisfaction and business success.
Qualifications
- Experience in financial planning and high-level service delivery.
- Strong skills in research and reporting for effective decision-making.
Responsibilities
- Providing workflow updates and managing portfolios effectively.
- Conducting research and ensuring compliance with regulatory requirements.
Skills
Education
Job description
Salary: GBP 40,000 - GBP 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 is hybrid working where you have the option to work from home 2 days a week.
Key Responsibilities
- Providing workflow updates
- Research and reporting
- Portfolio Management
- Pre-approval processes and regulatory requirements
What We're Looking For
- Excellent written and verbal communication
- Level 4 Qualification
- Experience with research and reporting
- 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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