At a Glance
- Tasks: Support financial consultants with research, reports, and compliance in a dynamic environment.
- Company: Mulberry Recruitment, a leading firm in financial services.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Opportunity to mentor colleagues and advance your career in finance.
- Why this job: Make a real difference in clients' financial futures while growing your skills.
- Qualifications: Experience in financial planning and strong attention to detail.
The predicted salary is between 30150 - 36850 £ per year.
Mulberry Recruitment is seeking a Paraplanner in Guildford to support financial consultants with research, reports, and compliance.
You will prepare high-quality suitability reports and perform whole-of-market research across pensions, investments, protection, and estate planning.
The role focuses on accuracy, timely delivery, and collaboration with compliance and business support teams.
You will mentor colleagues, keep CPD up to date, and maintain internal case progress while ensuring client
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Holistic Paraplanner - Pensions, Investments & Protection in Guildford employer: Mulberry Recruitment
Join a dynamic and supportive insurance brokerage in Wokingham, where you will receive comprehensive training and the opportunity to grow your career in the insurance industry. With a friendly work culture that values teamwork and communication, this role offers a chance to develop your skills while contributing to a thriving business. Enjoy a competitive salary and the satisfaction of providing excellent customer service in a busy and engaging environment.
