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Financial Planning Associate
2 months ago
We are seeking a skilled Paraplanner or ISA Administrator to join our team at Ernest Gordon Recruitment Limited. As a Paraplanner, you will play a crucial role in providing exceptional support to our Financial Advisors, ensuring accurate and timely completion of reports, and maintaining compliance with FEA regulations.
Key Responsibilities:- Accurate report writing with meticulous attention to detail
- Maintaining compliance with FEA Regulations
- Providing administrative support to Financial Advisors
- Collecting, analyzing, and utilizing information to inform client advice
- Occasional client-facing work
- CII Level 4 qualification
- Previous experience in a similar role
We offer a competitive salary, dependent on experience, qualifications, and skill set. If you are a motivated and detail-oriented individual looking for a challenging role with opportunities for growth and development, please apply today.