Job Description

Paraplanner

 

Salary: £40,000 - £45,000

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 skilled Financial Planning Analyst who has experience with reports and high-level service experience.

 

The company are 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 shorty.

For more information about this role please apply, or email Perry Flynn on pflynn@pgrec.co.uk who will be able to provide more details on the opportunity.

Many thanks, Premier Group