EJS FINANCIAL PLANNERS  Salary

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2ND FLOOR 18 CRENDON STREET HIGH WYCOMBE HP13 6LS ENGLAND
TIN: 03752937
 Finance and Insurance
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EJS FINANCIAL PLANNERS
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EJS FINANCIAL PLANNERS is looking for employees for positions:

paraplanner

  • paraplanner

Working hours

  • full-time

Requirements

  • diploma Qualified
  • experience working in a report writing / paraplanner role in one or more IFA firms
  • EJS is a small IFA based in High Wycombe
  • we are looking for an experienced paraplanner to join our team
  • paraplanner: 3 years
  • if the answer is yes to the above, then we would love to hear from you
  • we have three experienced advisers, with a great support team, and we all share an extraordinary ability to make a difference to the finances of our clients in the medium and long term
  • our clients come first and are at the centre of everything we do, every client is unique and has their own individual long-term requirements, so we take the time to work with our clients to understand their situations personally

Responsibility

  • prepare and produce client reports and ongoing suitability letters
  • other project work as/when necessary
  • technical support for advisers, including but not limited to, product and investment research for both individual and corporate clients, letter writing, quotations and any other assistance needed
  • take ownership and develop the EJS research and due diligence program, ensuring it is robust, compliant and in line with the EJS investment ethos