Paraplanner (Progression to Advisor)

United Kingdom 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.

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