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Junior paraplanner (financial support)

Amersham
Permanent
£40,000 - £50,000 a year
Posted: 8h ago
Offer description

Junior Paraplanner (Financial Support) Amersham £40,000 to £50,000 Career Progression Exam Support Good Life to Balance Generous Holidays Company Pension Are you a Junior Paraplanner or similar, looking to increase your financial support and service skills within a well-established local company, looking to join a growing business offering support with CII qualifications/exams, great work to life balance, good holiday structures, company pension and career progression opportunities within the financial support industry? Do you want to join a friendly, professional team of expert financial advisors, with over 50 years of combined experience, looking to grow their respected business, offering great opportunities for career progression, exam support, generous holidays and great life to work balance? On offer is a fantastic opportunity to join a well-established independent financial advisory company, supplying retirement, investment and will writing financial advice to high end customers and clients, looking to expand their expert and experience team. With over 15 years of establishment, this company is moving from strength to strength in the financial support sector, placing their value on their employees by offering great company benefits and great opportunities within the business. In this role you would be responsible for delivering financial support to customers and clients, preparing detailed reports based on financial needs and following regulatory laws when conducting financial planning. The ideal Junior Paraplanner would be part CII or fully CII qualified, looking to complete their exams/qualifications, with an interest in financial advisory, looking to join a small and friendly team and progress their career within the business. 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 clientsThe Person: CII part qualified or fully qualified (R01 to R06) General interest for financial services and support Looking to grow and progress their career within a financial companyKeywords: Paraplanner, Financial Advisor, Financial Support, Junior Paraplanner, Financial Administrator, CII, Chartered, Amersham, High Wycombe, Hemel Hempstead Reference: 20539 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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