Paraplanner

14 hours ago

Harpenden, United Kingdom Finlink Ltd Full time

An excellent opportunity to join a directly authorised independent financial advisory firm as a Paraplanner.

The company are looking for a trustworthy and confident individual who is looking to progress their career by joining their expanding team as a Paraplanner. Ultimately they look to recruit the best local talent who they can mentor and support, with the viewof becoming a financial advisor in the future. They are also open to speaking to those who may be more experienced.

There is a basic salary of up to £36k, dependant on experience with hybrid working available.

The Role
- Paraplanning duties include technical report writing, documenting client meetings and updating/using back-office systems.
- The hours are 9am - 5pm, Monday - Friday (flexi-time available)
- Opportunity to work from home available once settled in the role
- Systems used: Microsoft Office Suite, IressXplan, O&MProfiler, Cashcalc, Voyant.
(Knowledge of Standard life platform useful but not essential)

Required Skills & Qualifications:

- Level 4 Diploma in financial Planning or working towards
- Industry experience

The Benefits:

- Discretionary bonus scheme
- company pension contribution
- 22 days holiday plus bank holidays (rising to 25 days after 3 years)
- Death in service of 4x Salary
- Support available with further qualifications to become a senior paraplanner or financial advisor in the future

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