Client: Ernest Gordon Recruitment
Location: Amersham, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Views:
2
Posted:
20.07.2025
Expiry Date:
03.09.2025
Job Description:
Amersham
Salary: £40,000 to £50,000 + Career Progression + Exam Support + Good Work-Life Balance + Generous Holidays + Company Pension
Are you a Junior Paraplanner or similar, with experience in financial support, looking to enhance your skills within a well-established local company that supports CII qualifications/exams, offers a good work-life balance, generous holidays, a company pension, and career progression opportunities in the financial support industry?
Join a friendly, professional team of expert financial advisors with over 50 years of combined experience, as they expand their respected business. This company, with over 15 years of establishment, provides retirement, investment, and will-writing financial advice to high-end clients and is committed to employee development and growth.
In this role, you will deliver financial support to customers and clients, prepare detailed reports based on financial needs, and adhere to regulatory laws when conducting financial planning.
The ideal candidate is CII part-qualified or fully qualified (R01 to R06), has an interest in financial advisory, some experience in financial support, and seeks to grow their career within a supportive team.
The Role:
* Delivering financial support to customers and clients
* Writing detailed financial reports based on clients' needs and plans
* Conducting research, presenting plans, and communicating with clients
The Person:
* CII part-qualified or fully qualified (R01 to R06)
* Interest in financial services and support
* Some experience in financial support roles
* Seeking career growth within a financial company
Reference: 20539
If interested, click 'apply now' to send your CV. We are an equal opportunities employer and welcome all suitable candidates. Salary is indicative and will depend on experience, qualifications, and skills.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent and temporary staffing. By applying, you accept our Terms & Conditions, Privacy Policy, and Disclaimers.
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