Paraplanner
Paraplanner
£45,000 – £50,000 + study support + training + progression + bonus
Gloucester
Are you a paraplanner at any level, looking to advance your career within a rapidly growing financial planning firm, where you will be supported with excellent training and study support, allowing you to progress your career further and reach your full potential?
Do you want to play an integral role in a close knit team, where you will provide work with a wide range of high net worth clients, and benefit from a great working environment and excellent holiday package, as well as fully funded qualifications, with ongoing pay and role progression?
On offer is the opportunity to step into a multi-faceted role, for a forward thinking company with a collaborative, friendly culture. You will be responsible for supporting financial advisors, preparing and maintaining client files and records, completing suitability reports, research documents and providing a client centric service – responding to technical and non-technical enquiries.
The role:
- Prepare suitability reports and letters to deadlines
- Complete technical research
- Respond to technical client enquiries
- Discuss client objectives with IFA’s, then identifying and obtaining client information to prepare suitability checks
- Maintain client files and records
The person:
- Paraplanner, with any level of experience (ideally Level 4 qualified)
Keywords: Paraplanner, IFA, Financial Advisors, Gloucester, Chartership
If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or call us now.
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.
