Paraplanner (Progression to Financial Advisor) - Weston-Super-Mare - Ernest Gordon Recruitment

    Ernest Gordon Recruitment
    Ernest Gordon Recruitment Weston-Super-Mare

    2 days ago

    £28,000 - £50,000 (GBP) per year *
    Description

    Paraplanner (Progression to Financial Advisor)

    A collaborative wealth management firm is seeking a skilled Paraplanner looking to progress within 3 years. The role offers funded qualifications, increasing pension with service and the opportunity for career development.

    • Prepare draft suitability letters and supporting documentation
    • Maintain accurate and up-to-date client records on back-office systems
    • Ensure all client service tasks and reminders are correctly logged and followed up

    The successful candidate will have experience working in a financial administrator or paraplanner role within financial services using Intelliflo, Timeline, CRM systems and Microsoft Office. They must be comfortable managing back-office systems and documentation, commutable to Weston-Super-Mare.

    * This salary range is an estimation made by beBee
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