Paraplanner (Investments / Mortgages / Pensions)

Ernest Gordon Recruitment

ScreenedContract

South Farnborough, Hampshire

£50,000/annum

Posted 1 week ago

About the role

Paraplanner (Investments / Mortgages / Pensions) Guildford £45,000

Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
- £50,000 Training / Development Opportunities Progression Company Benefits Are you an Paraplanner looking for a new role with a company that has monthly CPD events to help you continue to upskill yourself, progress your career and earning potential? Do you want to work for well run and organised business that puts its staffs wellbeing at the forefront of all decision making? On offer is the chance for an Paraplanner that wants to work with industry experts who can provide one on one training and have monthly leave to attend CPD events, regular pay and progression reviews, in a business with fantastic staff retention.

This business have a best in class industry reputation, regular pay and progression reviews among other incentives which has built a very collaborative and cohesive work environment.

This role would suit an Paraplanner that wants training in new areas and is local to Guildford.

The role: Analyse fact-finding data to build suitability reports Use paraplanner software to amend and mould template reports Work with IFA's for client recommendations Keeping up to date with regulatory and compliance knowledge Use of Paraplanner software such as Synaptics, Square Mile, and Paraplanner Online The person: Experience as an Paraplanner Financial planning diploma or similar Commutable distance to Guildford Reference: BBBH27802 Paraplanner, Finance, CPD, Godalming, Surrey, Admin, Software, Training, Progression, If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. xwzovoh

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