Paraplanner

6 days ago

Lincoln, United Kingdom Finlink Ltd Full time

An excellent opportunity to join a well established accountancy firm with a financial services wing as a Paraplanner, earning up to £40k. The team are looking for those with paraplanning experience to join their office based in Lincolnshire.

The company have over 90 years business experience, with dedicated teams offering expertise to make accounting as easy as possible. In addition, offering support with HR services, business planning, corporate finance, tax planning, audit, cloud accounting,financial services and payroll, ultimately supporting businesses in their quest for growth.
The Role:

- Paraplanning duties including analysing client’s circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Adviser
- Undertaking whole-of-market research as required, including investments, pensions and protection plans
- Building strong and effective working relationships with other teams in the firm and third-party product providers
- Using systems; I/O, Defacto, O&M, IRESS

Required skills and Qualifications:

- Level 4 Diploma in Financial Planning or working toward
- Previous experience in a Paraplanning role

The Benefits:

- 24 days holiday (+2 days after 2 years. +5 days after 5 years)
- Pension scheme
- Private Medical Cover
- Death in service
- Free on-site parking
- Annual party, team-building events, social activities all expensed by the firm

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