Investment Support Professional with Growth Potential
4 days ago
About the Role
\We are recruiting for a Paraplanner (Wealth Management) with career advancement opportunities at Ernest Gordon Recruitment. In this role, you will have the chance to work closely with experienced advisors and develop your skills in wealth management.
Key Responsibilities
\- \
- Prepare detailed financial plans for clients\
- Research and analyse investment opportunities\
- Maintain accurate records and reports\
- Build strong relationships with clients and colleagues\
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Requirements
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- RO4 qualification or relevant experience\
- Background in wealth management or a related field\
- Strong analytical and communication skills\
- Ability to work effectively in a team environment\
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Salary and Benefits
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- Competitive salary: £30,000-£40,000 DOE + bonus\
- Private medical insurance\
- Pension scheme\
- 23 holiday days per year\
- Professional development opportunities\
- \
Working Environment
\This is an onsite role based in Birmingham, offering a collaborative and dynamic work environment.
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