Paraplanner to Advisor: Hybrid Role with Study Support

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

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.