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ParaPlanner Wealth Management Route to Advisor

Ernest Gordon Recruitment Limited
Posted a day ago, valid for 16 days
Location

London, Greater London EC1R 0WX

Salary

£50,000 - £60,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The role of Paraplanner in Wealth Management is available in the City of London, offering a hybrid work environment.
  • The position offers a salary range of £50,000 to £60,000 depending on experience, along with benefits such as a pension and 23 holiday days.
  • Candidates must be RO4 Qualified and have experience in wealth management, particularly in pensions, ISAs, trusts, and investments.
  • The company provides study support for further qualifications and encourages internal promotions, aiming for team collaboration and career growth.
  • Interested applicants should apply with an updated CV, as the company values equal opportunities for all candidates.

Paraplanner (Wealth Management) Study Support

City of London (Hybrid)

£50,000 to £60,000 DOE + Pension + 23 Holiday Days + Training + Progression

Are you a Paraplanner, RO4 Qualified, wanting the chance to learn from different advisors, with the real opportunity of becoming an advisor and developing your reputation in the London Wealth Management industry?

Do you want the opportunity to grow your financial advisory knowledge, be part of a close-knit team and be part of a business growing in the next 5 years and be a contributing team member and the opportunity to grow your career?

On offer is the opportunity to join a growing and developing wealth management business that is bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hard working environment.

In this role you will assist the advisers. This will involve; data entry, submitting applications, drafting reports, conducting research, and client administration. You will have the opportunity to join the advisors on client meetings. The business encourages promotions from within. They will also support you with gaining any exams you may want to sit after a probationary period.

The ideal candidate will be RO4 Qualified and has worked in wealth management and wants to widen their industry knowledge. You will have experience in pensions, ISA, trusts, and investments and working closely as a team and closely with the advisors.

THE ROLE:

  • Providing paraplanning support for advisors
  • Report writing, conduct research, presentation preparation.
  • Build relationships with clients.
  • Attend client meetings if required.

THE PERSON:

  • Paraplanner RO4 Qualified
    • People with this qualification with all levels of practical experience are welcome to apply.
  • Wanting study support to become fully chartered in next three to five years
  • Commutable distance to City of London
  • Team player

Key words: IFA, Administrator, Paraplanner, financial advisory, administration, clients, RO4, Pension, ISA, Data, City of London.

Reference Number: BBBH16321a

If you're 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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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.