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Junior Paraplanner (Study Support)
31,000 - 36,000 + Progression + Training + Study Support + Company Bonus + Company Benefits
Manchester
Are you a Junior Paraplanner or similar, with report writing experience looking to take the next step in their career within a rapidly growing chartered independent financial advisory, that are able to provide tailored training and study support?
On offer is the opportunity to join a stable company that will allow you to build on your career within the financial services industry.
On a daily basis you will be responsible for supporting advisors by report writing summarising client's financial situations as well as recommendations. There will also be an element of research to understand financial products, regulatory changes and investment opportunities. After probation, this role has the opportunity for hybrid working with 2 days from home.
This is an opportunity to join a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards.
This role would suit a Junior Paraplanner or similar, with report writing experience looking to join a successful wealth management business that can provide ongoing learning support and development opportunities.
The Role
- Supporting the advisors
- Carrying out product and fund research
- Writing sustainability and recommendation reports
- Hybrid after probation
- Monday - Friday, 9am - 5pm
The Person
- Junior Paraplanner or similar
- Report writing experience
IFA, Paraplanner, Junior Paraplanner, Advisor, Financial Advisor, Financial Services, Independent Financial Advisors, Trainee Paraplanner, Wealth Management
Reference Number: BBBH15835
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
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
