Paraplanner - Carlisle, United Kingdom - Finlink Ltd

Finlink Ltd
Finlink Ltd
Verified Company
Carlisle, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
An excellent opportunity to join an IFA firm as a Paraplanner earning up to £45k. The role is available because the Paraplanner was promoted into a financial advice role. There is absolutely the opportunity to progress within the company.


This company are an independent financial advisory firm who are directly authorised and have a very warm and friendly team, who have a great work ethic and enjoy what they do.


The Role:

  • Paraplanner duties include research and report writing
  • Following up business and preparing for client reviews
  • Speaking with clients to help with any queries or questions they might have
  • You will also be involved with supporting the paraplanning team with queries/questions

Required Skills and Qualifications:

  • Level 4 diploma in financial advice
  • Paraplanner experience required

Benefits:


  • Flexible working (Hybrid)
  • Up to 30 days holiday (plus bank holidays)
  • Opportunity to build an additional 8 days holiday with flexible working system
  • Paid overtime
  • Competitive Salary (renewed annually)
  • Pension scheme and sick pay
  • Health and wellbeing plan
  • Healthcare/Life cover
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