At a Glance
- Tasks: Support Financial Advisers with client planning and prepare detailed recommendations.
- Company: Join a dynamic team at Jobs Surrey Limited in Horsham.
- Benefits: Enjoy 25 days holiday and a competitive salary.
- Other info: Fast-paced environment with opportunities for professional growth.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Experience in financial planning and strong attention to detail.
The predicted salary is between 28350 - 34650 £ per year.
Jobs Surrey Limited in Horsham is seeking an experienced Financial Paraplanner to join our team.
You'll support five Financial Advisers across client planning, gathering information, and preparing recommendations.
You will prepare suitability reports, cash-flow forecasts using Voyant, review client data, and ensure compliance with regulations.
A busy, detail‑oriented environment ideal for proactive professionals.
#J-18808-Ljbffr
Wealth Planning Paraplanner | Pension & 25 Days Holiday in Horsham employer: Jobs Surrey Limited
Join our friendly and established team in Horsham as a Financial Services Administrator, where you will play a vital role in supporting our advisers and managing client cases. We offer a supportive work culture with opportunities for professional growth, competitive salary, and generous holiday allowances, ensuring a rewarding work-life balance. With a focus on teamwork and high standards of service, you'll thrive in an environment that values your contributions and encourages your development within the financial services sector.
