Paraplanner

Recruit UK

Banstead

Job Title: Paraplanner

Industry: Financial Planning

Location: Surrey

Salary: £35,000 – £45,000 + discretionary bonus

Job Reference: 8878

Job Description:

Recruit UK are working with a long standing, independent, family run Financial Planning firm, looking to grow their back office team.

You will play an integral part in the clients journey, by attending client meeting and offering your technical support. This firm benefits from both a long standing and loyal client base that’s been growing for over 40 years, as well as a fresh outlook on Financial Planning with a young team of Advisers and back-office staff. There will be ample opportunity for you to develop and grow your professional experience and qualifications too!

Duties will include but not limited to:
• Researching products and supporting in the investment strategy
• Preparing recommendation reports for both new and existing clients
• Assisting with client meetings
• General technical support

Benefits:
• Salary of... More Detail

Apply Now

Similar Jobs

Companies Hiring in Banstead, England

Active Prospects UK

The Beacon School

ClickJobs.io

The Fairlie Healthcare Group

Shorterm Limited

Shapes Day Nurseries Ltd

Prospect Health

WestWork Group

Language Empire

Perfect Placement UK

Uniform Education

Signature Senior Lifestyle Limited

Academics Ltd

Kaminsky & Associates, Inc.

Henry Martin Group

Humres - Construction Recruitment Specialists

e-Careers

Zizzi Restaurants

Protocol Education

nrt group