Remote Paraplanner, Private Client Wealth Management in Farnborough

Remote Paraplanner, Private Client Wealth Management in Farnborough

Farnborough Full-Time 50000 - 50000 £ / year (est.) No working from home possible
Origen Financial Services Limited.

At a Glance

  • Tasks: Support clients in making confident financial decisions and prepare detailed reports.
  • Company: Join Origen Financial Services, a leader in Private Client Wealth Management.
  • Benefits: Earn up to £50k, enjoy private medical cover, a generous pension, and 25 days holiday.
  • Other info: Dynamic team environment with opportunities for professional growth.
  • Why this job: Make a real difference in clients' financial lives while advancing your career.
  • Qualifications: Level 4 Diploma and prior Paraplanning experience required.

The predicted salary is between 50000 - 50000 £ per year.

Origen Financial Services Limited is seeking an experienced Paraplanner to support clients in making confident financial decisions. The role involves reviewing client needs, preparing reports, and ensuring quality standards are met.

Ideal candidates will hold a Level 4 Diploma and have prior Paraplanning experience.

The position offers a competitive salary up to £50k and benefits including private medical cover, a generous pension scheme, and 25 days holiday per year.

Remote Paraplanner, Private Client Wealth Management in Farnborough employer: Origen Financial Services Limited.

Origen Financial Services Limited is an exceptional employer that prioritises professional development and employee well-being. With a strong focus on compliance and client outcomes, our collaborative work culture fosters innovation and growth, providing ample opportunities for career advancement in the heart of the financial services sector. Join us to be part of a dynamic team that values your contributions and supports your journey towards success.

Origen Financial Services Limited.

Contact Details:

Origen Financial Services Limited. Recruitment Team

We think you need these skills to ace Remote Paraplanner, Private Client Wealth Management in Farnborough

Paraplanning Experience
Level 4 Diploma
Client Needs Assessment
Report Preparation
Quality Standards Compliance
Financial Decision Support
Attention to Detail