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Technical Paraplanner (Hybrid / Study Support - Level 6)

Posted a month ago

  • Birmingham, West Midlands
  • Any
  • External
  • Expires In 2 months
Technical Paraplanner (Hybrid / Study Support - Level 6)

£40,000 - £50,000 + Hybrid (2 Days WFH) + Pension + 34 Days Holiday + Bonus (up to £5,000) + Study Support (Level 6) + Progression

Edgbaston Village, Birmingham

Are you a Paraplanner looking to join a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring chartership, Hybrid working, excellent bonus schemes (Up to £5,000) and 34 days holiday?

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. The company will invest in upskilling you, through study support towards chartership. They will also offer you work life balance.

This role would suit a Paraplanner 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
* Hybrid 2 days at home 3 in office
* 8:45-17:00 Monday to Friday

The Person

* Has worked as a Paraplanner
* Level 4 in financial planning / advising
* Looking to become a technical expert

Reference number: 11882

Key words: Paraplanner, finance, consultant, dentists, clients, planning.

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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