At a Glance
- Tasks: Assist in financial planning and compliance, providing exceptional client service.
- Company: Ascot Lloyd, a leading firm in wealth planning and research.
- Benefits: Hybrid working, comprehensive benefits package, and focus on professional growth.
- Other info: Enjoy a balanced work-life with opportunities for career advancement.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Financial Planning Diploma and paraplanning experience required.
The predicted salary is between 30000 - 40000 £ per year.
Ascot Lloyd in Reading seeks a skilled Paraplanner to provide exceptional client service by assisting in financial planning and compliance processes. The role involves detailed client analysis, preparing tailored suitability reports, and supporting Financial Advisers.
The ideal candidate will have a Financial Planning Diploma and experience in paraplanning, along with strong analytical and communication skills.
This position offers hybrid working along with a comprehensive benefits package aimed at professional growth and work-life balance.
Paraplanner - Wealth Planning & Research (Hybrid) in Reading employer: Jobs via eFinancialCareers
Ascot Lloyd is an excellent employer that prioritises professional growth and work-life balance for its employees. With a comprehensive benefits package and a supportive hybrid working environment in Reading, the company fosters a culture of collaboration and excellence, making it an ideal place for skilled Paraplanners to thrive and develop their careers.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Wealth Planning & Research (Hybrid) in Reading
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We think you need these skills to ace Paraplanner - Wealth Planning & Research (Hybrid) in Reading
Some tips for your application 🫡
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How to prepare for a job interview at Jobs via eFinancialCareers
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