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Paraplanner (CII Level 4) - Financial Services Professional
2 months ago
We are seeking a skilled Paraplanner to join our team at Ernest Gordon Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing exceptional client service.
Key Responsibilities:
- Assist financial advisors in preparing and presenting financial plans to clients
- Conduct research and analysis to identify potential investment opportunities
- Develop and maintain accurate and up-to-date client records
- Collaborate with the team to achieve business objectives and goals
What We Offer:
- A competitive salary of £35,000 - £40,000
- Opportunities for career progression and professional development
- A comprehensive benefits package, including private medical insurance and flexible working arrangements
About Us:
Ernest Gordon Recruitment is a leading recruitment agency specializing in financial services. We pride ourselves on our commitment to excellence and our ability to deliver exceptional results for our clients and candidates.