Junior Paraplanner (Progression to Financial Advisor)

Junior Paraplanner (Progression to Financial Advisor)

30,000 - 35,000 + 33 Days Holiday + Hybrid + Bonus + Flexible Hours + Progression + Training

Hillingdon

Are 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 Role

• Producing Suitability reports
• Undertake technical research and analysis to support client recommendations
• Ensuring client files and records are updated correctly
• Support advisors in developing financial strategies
• Progression to Advisor and chartership support
• Monday-Friday, 9am-5pm, 37.5 hours per week

The Person

• Junior Paraplanner
• Looking to progress to a fully qualified Paraplanner of Financial Advisor

Reference Number: BBBH 26236b

Paraplanning, Research, Suitability, Hybrid, Financial, Advisor, Wealth Management, Finance, Financial, Chartership, Hillingdon, Uxbridge, Ealing, Hounslow, Gerards Cross, Slough

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.

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