Paraplanner

5 days ago

Bishop's Stortford, United Kingdom Finlink Ltd Full time

Paraplanner/Trainee Advisor

Hertfordshire

£65,000

This role is best suited to those who are a Level 4 Diploma qualified Paraplanner, who are looking to become an advisor. You’ll be within the mentoring program, working towards giving advice yourself, starting with a salary of up to £65,000.

The Company

The firm have been providing holistic financial advice from their Northeast Hertfordshire office to clients for over 10 years. This medium size company has evolved through client recommendations, of which they are extremely proud of.

The Role

Within the role, you will be providing technical support to advisors, such as preparing suitability reports, undertaking cashflow modelling and attending client meetings. After completing the mentoring program, you will be provided with your own client bank and be ready to deliver advice with confidence.

The Benefits

  • Competitive salary up to £65,000.
  • Ability to earn additional income.
  • Equipment for home working provided.
  • Hybrid working (Visit the office once per week)
  • Experience of visiting clients.

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details.

Synonyms

Financial adviser, financial planner, Trainee

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