Paraplanner (Progression to Advisor)

Paraplanner (Progression to Advisor) 45,000 - 50,000 + 33 Days Holiday + Hybrid (3 days in Office) + Bonus + Flexible Hours + Progression + TrainingHillingdonAre you a Paraplanner looking to join a well-established IFA which will offer you, study support to become chartered and clear progression routes to Advisor?In this role you will be conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports, ensuring client files and records are accurate and correct and supporting advisors in developing strategies.On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for looking after their staff. They offer clear routes to advisor, which has led to great staff retention.This role would suit a Paraplanner looking to work for a company that is invested in their employees. They will offer you study support and clear progression routes.The RoleProducing Suitability reportsUndertake technical research and analysis to support client recommendationsEnsuring client files and records are updated correctlySupport advisors in developing financial strategiesProgression to Advisor and chartership supportMonday-Friday, 9am-5pm, 37.5 hours per weekThe PersonExperience working in a Paraplanner roleLooking to progress to an AdvisorReference Number: BBBH 26236Paraplanning, Research, Suitability, Hybrid, Financial, ..... full job details .....