Paraplanner

2 days ago

Newport, United Kingdom Finlink Ltd Full time

An excellent opportunity for a paraplanner looking for a hybrid role working with a directly authorised independent financial advisory firm. The company is looking for a trustworthy and confident individual to join their team.

The Company:

- Independent financial advisory firm with over 20 years in the business
- The firm puts heavy importance on the lifestyle of clients to provide the most suitable advice
- Friendly team of experienced parplanners, advisors and administrators

The Benefits:

- Expected salary of up to £50,000
- The company is happy to support you in gaining chartered status, paying a bonus for each exam passed
- Ability to work from home half the week once settled
- Positive work environment with early finishes on Fridays

The Role
- Supporting and working alongside financial advisors
- Writing reports and carrying out research to support recommendations
- Speaking with clients on the phone when required to best understand their situation

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