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Permanent

Junior Paraplanner (Progression to Financial Advisor)

Hillingdon
money-bag 30000.00-30000.00 Annual
3150727602
Posted Today

Junior Paraplanner (Progression to Financial Advisor) 30,000 - 35,000 + 33 Days Holiday + Hybrid + Bonus + Flexible Hours + Progression + TrainingHillingdonAre you a Junior Paraplanner looking to join a well-established IFA which will offer you, tailored in house training by Financial Advisors, full study support to become chartered, and clear progression routes to become a qualified Paraplanner or Financial Advisor?In this role you will be conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports, ensuring client files and records are accurate and correct and supporting advisors in developing strategies.On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for looking after their staff. They offer clear routes to advisor, which has led to great staff retention.This role would suit a Junior Paraplanner looking to work for a company that will invest in their employees and value their development by providing support and progression opportunities.The RoleProducing Suitability reportsUndertake technical research and analysis to support client recommendationsEnsuring client files and records are updated correctlySupport advisors in developing financial strategiesProgression to Advisor and chartership supportMonday-Friday, 9am-5pm, 37.5 hours per weekThe PersonJunior ParaplannerLooking to ..... full job details .....

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