Paraplanner (Progression to Adviser) Job in Watlington, Oxfordshire. Apply for the latest Watlington, Oxfordshire jobs in Accounting/Financial/Insurance.
Paraplanner (Progression to Adviser) Job in Watlington, Oxfordshire
Job Description
Paraplanner (Progression to Adviser)
£45,000 – £55,000 + Hybrid + Pension + Training + Progression
Watlington, Oxfordshire
Are you a Paraplanner looking to join a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications, excellent bonus schemes and the chance to move into and adviser role?
On offer is the opportunity to join a client focussed financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a paraplanner to bolster their team.
Your role will involve supporting consultants, preparing compliant reports, reports detailing the consultant's recommendations for the client, accurately investing client money as per recommendations and evaluating investment portfolios.
This role would suit a Paraplanner that is working towards qualifications looking to join a tight knit firm who are focused on giving the best service possible to their clients and looking after their staff.
The Role
* Preparing compliant reports detailing the consultant's recommendations for the client
* Investing client money as per recommendations
* Evaluating investment portfolios.
The Person
* Has worked in a Paraplanner role
* Working towards qualification
* Looking to join a growing company
Key words: Paraplanner, finance, consultant, dentists, clients, planning.
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website
Job Type: Permanent, Full Time
Location: Watlington, Oxfordshire
Category: Accounting/Financial/Insurance
City: Watlington
County: Oxfordshire
Country: United Kingdom
Salary: £45000 – £55000/annum Hybrid Working + Bonuses + Pension
Benefits: Hybrid Working + Bonuses + Pension
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