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Paraplanner {IFA}

Paraplanner {IFA}

Goldalming

£30,000 – £40,000 + Company Benefits

Are you an IFA Administrator/Paraplanner looking to step up into a paraplanner role for a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications.

On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a paraplanner to bolster their team.

Your role will involve writing reports, conducting research, and general paraplanning activities. There isn’t any immediate progression in the role but the business encourages promotions from within. The will also support you with gaining any exams you may want to sit.

This role would suit an IFA Administrator looking to join a tight knit business that will offer you a hybrid role with a generous bonus, 34 days holiday and the opportunity to become a technical expert

The Role

  • Preparing reports detailing the consultant’s recommendations for the client
  • Conducting research
  • General paraplanning
  • Monday to Friday

The Person

  • Has worked in an IFA Administrator role
  • Looking to step up into a paraplanner role
  • Studying or looking to study a level 4 qualification
  • Looking to join a growing company

Reference number: 12767

Keywords: Paraplanner, finance, consultant, dentists, clients, planning, IFA, Administrator

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.

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