Paraplanner - Harpenden, United Kingdom - Finlink Ltd

Finlink Ltd

Verified Company

Harpenden, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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 backoffice systems.
The hours are 9am 5pm, Monday
Friday (flexitime 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