48 Financial Support jobs in the United Kingdom
Paraplanner (Financial Support)
Posted 5 days ago
Job Viewed
Job Description
Paraplanner (Financial Support)
Amersham
40,000 to 50,000 + Career Progression + Exam Support + Good Life to Balance + Generous Holidays + Company Pension
Are you a Paraplanner or similar, with experience in financial support 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 Paraplanner would be part CII or fully CII qualified, looking to complete their exams/qualifications, with an interest in financial advisory, with some experience in financial support, 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 clients
The Person :
- CII part qualified or fully qualified (R01 to R06)
- General interest for financial services and support
- Relative experience in a financial support role
- Looking to grow and progress their career within a financial company
Keywords : 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.
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.
Financial Support Consultant
Posted 8 days ago
Job Viewed
Job Description
Financial Support Consultant
Salary: 26,000 - 28,000 | Location: Wolverhampton | Full-Time, Permanent
Hybrid working pattern
Are you an experienced Banking or Financial Services professional looking for your next career move? We are working with a prestigious client in Wolverhampton who is seeking a motivated, detail-driven individual to join their growing team.
Competitive salary between 26,000 - 28,000
A supportive and collaborative team environment
Genuine career progression opportunities
Key Responsibilities:
- Handling financial transactions and customer accounts with accuracy and efficiency
- Providing outstanding client service via phone, email
- Ensuring compliance with financial regulations and internal processes
- Managing data entry, reporting, and administrative tasks related to banking operations
- Supporting wider team functions and contributing to continuous improvement initiatives
The Ideal Candidate:
Previous experience in a banking, finance, or customer service environment
Strong attention to detail and a high level of accuracy
Confident communicator with excellent interpersonal skills
Comfortable working in a fast-paced, regulated environment
Able to work independently and as part of a team
This is a fantastic opportunity to join a well-respected organisation where your banking experience will be highly valued. If you're looking for stability, progression, and a role where you can make a real impact-we want to hear from you!
Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.
We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.
PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Financial Support Officer
Posted 8 days ago
Job Viewed
Job Description
Job Title : Financial Support Officer
Location: Warrington Based 2-3 days per week in the office. It is expected to be office-based during the first few weeks of onboarding.
Salary: On application
Hours: Monday to Friday 9 am to 5 pm
Benefits:
- An inclusive culture with a friendly, family-like atmosphere
- Generous holiday allowance plus a day off for your birthday
- Pension employer contribution of 10%
- Access to BenefitsHub with a wide range of employee discounts and perks on brands, restaurants, holidays, and "away" days
- Comprehensive health and wellbeing support including private medical insurance, digital GP 24/7, dental cover, health assessments, income protection, critical illness insurance, and death in service
- Employee Assistance Programme for confidential support
- Cycle2work Scheme to help you stay active and save
- Generous maternity, paternity, and paid carers leave
- Charity Day to give back to the community
About our Client:
Our client is a challenger bank on a mission to become the best in their category. Only launching less than 10 years ago, they have been recognised for their trusted products and innovation, winning 28 awards and counting.
With a focus on Equality, Diversity, and Inclusion, they've increased women in senior positions from 1 in 5 to 1 in 3. Following probation, our client offers varied training opportunities for you to grow and develop your skill set. Hard work does not go unnoticed as our client has a discretionary bonus scheme.
They throw events including a summer party, Christmas celebrations, and activities like sporting events and quiz nights for team bonding.
About the Financial Support Officer:
This is an exciting opportunity for a Financial Support Officer to join the Collections and Recoveries team in Warrington. The main purpose of the role is to manage early arrears and minimise losses for the banks, whilst adhering to TCF values.
Responsibilities of Financial Support Officer:
- Play a key role in maintaining best-in-class customer service, ensuring that complaints and expressions of dissatisfaction are minimised
- Own the early arrears contact strategy, taking proactive steps to action and record interactions effectively while following up on customer call-back requests as needed
- Support the Collections & Recoveries team in managing early arrears and minimising losses for the Bank
- Logging and responding to complaints, handling inbound and outbound calls with professionalism, and demonstrating empathy when required
- Updating system records accurately and factually, identifying customer vulnerabilities, and escalating cases where appropriate.
- Undertake various ad hoc tasks to support the wider aims of the department and the Bank
- Offering customers appropriate financial guidance and signposting to ensure they receive the necessary support
Experience required for Loan Administrator:
- Experience in banking/financial services
- Ability to set priorities and work productively and independently.
- Receptive to change and an agent for change
- Previous experience within a customer support role
- Understanding of and expertise in Treating Customers Fairly
- Understanding of and expertise in dealing with vulnerable customers.
- Strong interpersonal and communication skills.
- Extremely well organised; accurate, attention to detail and able to meet tight deadlines.
- Team player, flexible and adaptable.
Trusting Stellar Select:
At Stellar Select, our commitment goes beyond recruitment; it's about crafting experiences that elevate your career journey. We take pride in delivering excellent services to our candidates and always going the extra mile to ensure your success.
Our foundation is built on openness and transparency. We believe in clear communication with everyone we work with, fostering an environment of trust, honesty and fairness.
Embark on your career journey with confidence, knowing that our services are designed with your success in mind. Here's what our complimentary service includes:
- Expert Consultants: We are your allies, dedicated to understanding your goals and guiding you toward success.
- Industry Expertise: Benefit from our in-depth knowledge of the industry, providing you with insights that set you apart in your career.
- 1-2-1 Experience Discussion: Your experiences matter. Engage in personalised discussions about your journey and how it aligns with the job role.
- Interview Preparation: Step into interviews with confidence. We provide thorough preparation to ensure you shine in every interaction.
- Negotiation of Job Offers: We'll manage the negotiations on your behalf, aiming for offers that align with your expectations.
- Market Insights: Stay informed with the financial market insights that empower you to make informed career decisions.
- Recruitment Process Updates: No more uncertainty. We keep you in the loop with regular updates on your recruitment process.
- Matching to Other Roles: Your journey doesn't end with one opportunity. We explore matches to other roles based on your experience and interests.
- Referral Programs: Spread the word and be rewarded.
For more information regarding the role of Financial Support Officer please contact us
Stellar Select is acting as an employment agency and is a corporate member of the REC
Paraplanner (Financial Support)
Posted 5 days ago
Job Viewed
Job Description
Paraplanner (Financial Support)
Amersham
40,000 to 50,000 + Career Progression + Exam Support + Good Life to Balance + Generous Holidays + Company Pension
Are you a Paraplanner or similar, with experience in financial support 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 Paraplanner would be part CII or fully CII qualified, looking to complete their exams/qualifications, with an interest in financial advisory, with some experience in financial support, 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 clients
The Person :
- CII part qualified or fully qualified (R01 to R06)
- General interest for financial services and support
- Relative experience in a financial support role
- Looking to grow and progress their career within a financial company
Keywords : 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.
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.
Financial Support Consultant
Posted 9 days ago
Job Viewed
Job Description
Financial Support Consultant
Salary: 26,000 - 28,000 | Location: Wolverhampton | Full-Time, Permanent
Hybrid working pattern
Are you an experienced Banking or Financial Services professional looking for your next career move? We are working with a prestigious client in Wolverhampton who is seeking a motivated, detail-driven individual to join their growing team.
Competitive salary between 26,000 - 28,000
A supportive and collaborative team environment
Genuine career progression opportunities
Key Responsibilities:
- Handling financial transactions and customer accounts with accuracy and efficiency
- Providing outstanding client service via phone, email
- Ensuring compliance with financial regulations and internal processes
- Managing data entry, reporting, and administrative tasks related to banking operations
- Supporting wider team functions and contributing to continuous improvement initiatives
The Ideal Candidate:
Previous experience in a banking, finance, or customer service environment
Strong attention to detail and a high level of accuracy
Confident communicator with excellent interpersonal skills
Comfortable working in a fast-paced, regulated environment
Able to work independently and as part of a team
This is a fantastic opportunity to join a well-respected organisation where your banking experience will be highly valued. If you're looking for stability, progression, and a role where you can make a real impact-we want to hear from you!
Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.
We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.
PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Financial Support Officer
Posted 11 days ago
Job Viewed
Job Description
Job Title : Financial Support Officer
Location: Warrington Based 2-3 days per week in the office. It is expected to be office-based during the first few weeks of onboarding.
Salary: On application
Hours: Monday to Friday 9 am to 5 pm
Benefits:
- An inclusive culture with a friendly, family-like atmosphere
- Generous holiday allowance plus a day off for your birthday
- Pension employer contribution of 10%
- Access to BenefitsHub with a wide range of employee discounts and perks on brands, restaurants, holidays, and "away" days
- Comprehensive health and wellbeing support including private medical insurance, digital GP 24/7, dental cover, health assessments, income protection, critical illness insurance, and death in service
- Employee Assistance Programme for confidential support
- Cycle2work Scheme to help you stay active and save
- Generous maternity, paternity, and paid carers leave
- Charity Day to give back to the community
About our Client:
Our client is a challenger bank on a mission to become the best in their category. Only launching less than 10 years ago, they have been recognised for their trusted products and innovation, winning 28 awards and counting.
With a focus on Equality, Diversity, and Inclusion, they've increased women in senior positions from 1 in 5 to 1 in 3. Following probation, our client offers varied training opportunities for you to grow and develop your skill set. Hard work does not go unnoticed as our client has a discretionary bonus scheme.
They throw events including a summer party, Christmas celebrations, and activities like sporting events and quiz nights for team bonding.
About the Financial Support Officer:
This is an exciting opportunity for a Financial Support Officer to join the Collections and Recoveries team in Warrington. The main purpose of the role is to manage early arrears and minimise losses for the banks, whilst adhering to TCF values.
Responsibilities of Financial Support Officer:
- Play a key role in maintaining best-in-class customer service, ensuring that complaints and expressions of dissatisfaction are minimised
- Own the early arrears contact strategy, taking proactive steps to action and record interactions effectively while following up on customer call-back requests as needed
- Support the Collections & Recoveries team in managing early arrears and minimising losses for the Bank
- Logging and responding to complaints, handling inbound and outbound calls with professionalism, and demonstrating empathy when required
- Updating system records accurately and factually, identifying customer vulnerabilities, and escalating cases where appropriate.
- Undertake various ad hoc tasks to support the wider aims of the department and the Bank
- Offering customers appropriate financial guidance and signposting to ensure they receive the necessary support
Experience required for Loan Administrator:
- Experience in banking/financial services
- Ability to set priorities and work productively and independently.
- Receptive to change and an agent for change
- Previous experience within a customer support role
- Understanding of and expertise in Treating Customers Fairly
- Understanding of and expertise in dealing with vulnerable customers.
- Strong interpersonal and communication skills.
- Extremely well organised; accurate, attention to detail and able to meet tight deadlines.
- Team player, flexible and adaptable.
Trusting Stellar Select:
At Stellar Select, our commitment goes beyond recruitment; it's about crafting experiences that elevate your career journey. We take pride in delivering excellent services to our candidates and always going the extra mile to ensure your success.
Our foundation is built on openness and transparency. We believe in clear communication with everyone we work with, fostering an environment of trust, honesty and fairness.
Embark on your career journey with confidence, knowing that our services are designed with your success in mind. Here's what our complimentary service includes:
- Expert Consultants: We are your allies, dedicated to understanding your goals and guiding you toward success.
- Industry Expertise: Benefit from our in-depth knowledge of the industry, providing you with insights that set you apart in your career.
- 1-2-1 Experience Discussion: Your experiences matter. Engage in personalised discussions about your journey and how it aligns with the job role.
- Interview Preparation: Step into interviews with confidence. We provide thorough preparation to ensure you shine in every interaction.
- Negotiation of Job Offers: We'll manage the negotiations on your behalf, aiming for offers that align with your expectations.
- Market Insights: Stay informed with the financial market insights that empower you to make informed career decisions.
- Recruitment Process Updates: No more uncertainty. We keep you in the loop with regular updates on your recruitment process.
- Matching to Other Roles: Your journey doesn't end with one opportunity. We explore matches to other roles based on your experience and interests.
- Referral Programs: Spread the word and be rewarded.
For more information regarding the role of Financial Support Officer please contact us
Stellar Select is acting as an employment agency and is a corporate member of the REC
Financial Support Assistant - Chatham
Posted 3 days ago
Job Viewed
Job Description
About the team:
The Financial Support Team are here to support our customers whenever they are experiencing financial difficulties. We focus on delivering good, tailored outcomes for customers who are struggling with their mortgage payments. We have a passion for doing the right thing for customers and ensuring that we fulfil all of our obligations.
What you will be doing:
As a Financial Support Assistant, you will have the opportunity to provide support alongside Financial Support Consultants to our customers in the timely collection of mortgage arrears, whilst maintaining a pro-active collections strategy.
You will ensure that the daily activities within the Financial Support department are processed and administered correctly and in line with agreed SLAs.
Working within a supportive and collaborative team you will have access to a clear progression matrix to support your career goals!
Your responsibilities will include…
- Dealing with incoming and outgoing correspondence (post, emails, SMS) in line with prescribed SLA's.
- Interacting with OSB's outsourced back office operational team providing advice/assistance and quality checking all work before the release of correspondence.
- Making and responding to telephone calls to/from solicitors, Asset managers and Housing Associations, providing a polite, professional and accurate response
- Ensuring system notes are up to date and accurate in line with correspondence with customers.
- Drafting, proofing and dispatching letters on behalf of all Financial Support Consultants within the department.
- Utilising SMS's strategies for accounts in pre arrears, mortgage arrears & rent arrears to prompt customer contact
What's in it for you?
We offer a base salary dependent on experience of between £25,000 - £26,000 and a competitive benefits package including:
- Enhanced family-focused benefits
- Contributory pension (8% employer 5% employee)
- Annual bonus opportunity
Please use this link to see the fantastic benefits available at OSB: OSB Careers
About us:
OSB Group is a specialist mortgage lender and retail savings bank. Alongside passion for our products and customers, we're passionate about our people and want to continue building a collaborative and engaging environment!
Do you have the skills?
- Previous work experience in a financial institution is advantageous.
- Previous administration experience is essential.
- Detailed knowledge of Microsoft applications (in particular Word and Excel) is essential.
- Ability to interact with people at all levels within the Group is essential.
Next steps:
Interested? Apply now! Still considering? Hear from our team or learn more about our recruitment process: OSB Careers
We believe in a personalised and inclusive approach, ensuring the process is relevant and conversational. If you need any adjustments or support, we're here to make sure you can show your best self.
Diversity, Equity & Inclusion
Not sure if you meet all the criteria? Let us decide. Studies show that candidates from underrepresented backgrounds often feel they need to meet 100% of the criteria before applying. At OSB, we value the unique perspectives and experiences that diversity brings. We're committed to creating an inclusive space where everyone feels empowered to apply - even if you don't check every box.
We actively promote diversity at all levels, with Board-level Diversity Champions monitoring our progress. We're proud to be signatories of the Women in Finance Charter, supporting the growth of senior women in our sector. Our commitment extends to treating all employees and applicants equitably, ensuring fairness and respect for all."
#INDLP
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Junior Paraplanner (Financial Support)
Posted 8 days ago
Job Viewed
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, with experience in financial support 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, with some experience in financial support, 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 clients
The Person :
- CII part qualified or fully qualified (R01 to R06)
- General interest for financial services and support
- Relative experience in a financial support role
- Looking to grow and progress their career within a financial company
Keywords : 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.
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.
Junior Paraplanner (Financial Support)
Posted 8 days ago
Job Viewed
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, with experience in financial support 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, with some experience in financial support, 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 clients
The Person :
- CII part qualified or fully qualified (R01 to R06)
- General interest for financial services and support
- Some experience in a financial support role
- Looking to grow and progress their career within a financial company
Keywords : 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.
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.
Junior Paraplanner (Financial Support)
Posted 8 days ago
Job Viewed
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 clients
The 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 company
Keywords : 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.
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.