Junior Paraplanner - Hailsham, United Kingdom - Finlink Ltd

Finlink Ltd
Finlink Ltd
Verified Company
Hailsham, 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 a well established independent financial advisory firm as a Junior Paraplanner, earning up to £33k plus an annual bonus.

The firm are looking for those with financial services experience who are keen to develop within theindustry.


The Role:


  • Take on training and development to progress within the company to an experienced paraplanning role
  • Develop financial planning strategies in line with client needs and objectives, as agreed with the Financial Planner
  • Write clientcentric financial planning reports
  • Play an active part of the Financial Planning team
  • A range of other tasks including tax calculations, liaising with product providers, preparing implementation paperwork, etc

Required skills and Qualifications:


  • Having part of your Level 4 Diploma in Financial Advice
  • Previous experience in financial services, preferably within an Independent Financial Advisory firm

The Benefits:


  • 21 days holiday plus 8 bank holidays, office closure at Christmas period
  • Discretionary bonus up to £4k per annum
  • Support for you to progress with industry standard qualifications
  • Personal medical insurance
  • Sick-Pay
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