Ernest Gordon Recruitment Limited
Paraplanner (Progression to Advisor)
£45,000 – £50,000 + 33 Days Holiday + Hybrid (3 days in Office) + Bonus + Flexible Hours + Progression + Training
Hillingdon
Are you a Paraplanner looking to join a well-established IFA which will offer you, study support to become chartered and clear progression routes to Advisor?
In this role you will be conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports, ensuring client files and records are accurate and correct and supporting advisors in developing strategies.
On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for looking after their staff. They offer clear routes to advisor, which has led to great staff retention.
This role would suit a Paraplanner looking to work for a company that is invested in their employees. They will offer you study support and clear progression routes.
The Role
- Producing Suitability reports
- Undertake technical research and analysis to support client recommendations
- Ensuring client files and records are updated correctly
- Support advisors in developing financial strategies
- Progression to Advisor and chartership support
- Monday-Friday, 9am-5pm, 37.5 hours per week
The Person
- Experience working in a Paraplanner role
- Looking to progress to an Advisor
Reference Number: BBBH 26236
Paraplanning, Research, Suitability, Hybrid, Financial, Advisor, Wealth Management, Finance, Financial, Chartership, Hillingdon, Uxbridge, Ealing, Hounslow, Gerards Cross, Slough
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
To apply for this job please visit www.reed.co.uk.
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