Paraplanner (Study Support / Progression to Advisor)
£45,000 - £55,000 + Training + Study Support + Flexitime + Progression + Company Bonus + 38 Days Holiday + Gym Membership + 10% Pension
Wilmslow
Are you a Paraplanner looking to join a well-established Chartered Independent Financial Advisor's that will provide a clear route of progression to Advisor, study support to reach chartership / fellowship, and an abundance of generous company benefits?
On offer is the opportunity to join a business where you will be working closely with the directors and other advisors, whilst being the first point of contact to an array of prestigious clients.
The business will provide full study support to allow you to reach chartership and fellowship, along with providing training days and any further exam support necessary.
In this role you will be working closely with one of the Financial Advisors, attending all clients meetings, writing personalized reports and carrying out end to end lifelong cash flow planning.
This company is a prestigious financial advisory firm renowned for its bespoke wealth management solutions, catering exclusively to high-net-worth individuals and families. Their expert team offers comprehensive, personalized financial planning strategies, ensuring clients achieve their long-term financial goals with confidence and sophistication.
This role would suit a Paraplanner, looking to take the next step in their career to join a successful and growing business, that will provide an opportunity to become the first point of contact to prestigious clients whilst also allowing them to technical and academically develop.
The Benefits
- 38 day holiday (including bank)
- Flexitime - core hours 8am-6pm (e.g. 8am-4pm, 9am-5pm)
- Study support
- Company Bonus
- Gym membership
- Private medical care
The Role
- Working closely with one of the financial advisors
- Attending clients meetings,
- Personalised report writing
The Person
- Paraplanner
Paraplanner, Paraplanning, Finance, Financial, Financial Planning, IFA, Chartered, Financial Advisors, Financial Advisory, Stockport, Wilmslow, Stockport, Alderley Edge, Poynton, Manchester
Reference Number: BBBH14376
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.
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