Paraplanner (Progression to Advisor)

Ernest Gordon Recruitment; Greater London; Hybrid; GBP 45,000 - 50,000; Full time

Benefits offered by this job

33 days holiday

Hybrid work (3 days in office)

Bonus

Flexible hours

Training

Progression to Advisor

Job summary

Ernest Gordon Recruitment is seeking a Paraplanner in Hillingdon to support advisors with paraplanning duties and to progress towards an Advisor role. The role includes producing suitability reports, conducting technical research, and keeping client files accurate.

The successful candidate will receive study support to become chartered, clear progression routes to Advisor, and a generous package with hybrid working (3 days in office) and a 33-day holiday allowance.

Qualifications

• Experience working in a Paraplanner role.
• Aspiring to progress to Advisor.

Responsibilities

• 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

Skills

Paraplanner experience

Progression to Advisor

Job description

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

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.