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Junior Paraplanner (Financial Support)
Job Posted: 11 hours ago
Salary: £ 40,000 - 50,000 / Annum
Job Type: Permanent
Location: Amersham, Buckinghamshire
Expire in: a month
Job Description
Junior Paraplanner (Financial Support)
Amersham
£40,000 to £50,000 + Career Progression + Exam Support + Good Life to Balance + Generous Holidays + Company Pension
Are you a Junior Paraplanner or similar, looking to increase your financial support and service skills within a well-established local company, looking to join a growing business offering support with CII qualifications/exams, great work to life balance, good holiday structures, company pension and career progression opportunities within the financial support industry?
Do you want to join a friendly, professional team of expert financial advisors, with over 50 years of combined experience, looking to grow their respected business, offering great opportunities for career progression, exam support, generous holidays and great life to work balance?
On offer is a fantastic opportunity to join a well-established independent financial advisory company, supplying retirement, investment and will writing financial advice to high end customers and clients, looking to expand their expert and experience team. With over 15 years of establishment, this company is moving from strength to strength in the financial support sector, placing their value on their employees by offering great company benefits and great opportunities within the business.
In this role you would be responsible for delivering financial support to customers and clients, preparing detailed reports based on financial needs and following regulatory laws when conducting financial planning.
The ideal Junior Paraplanner would be part CII or fully CII qualified, looking to complete their exams/qualifications, with an interest in financial advisory, looking to join a small and friendly team and progress their career within the business.
The Role:
Delivering financial support to customers and clients
Writing detailed financial reports based on clients' needs and plans
Conducting research, presenting plans and communicating with clientsThe Person:
CII part qualified or fully qualified (R01 to R06)
General interest for financial services and support
Looking to grow and progress their career within a financial companyKeywords: Paraplanner, Financial Advisor, Financial Support, Junior Paraplanner, Financial Administrator, CII, Chartered, Amersham, High Wycombe, Hemel Hempstead
Reference: 20539
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.
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Looking for your next career move? Join a top company hiring Junior Paraplanner (Financial Support) job near me in Amersham, Buckinghamshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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