Paraplanner - Cumbria, United Kingdom - Finlink Ltd

Finlink Ltd

Verified Company

Cumbria, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

An excellent opportunity to join a well-established firm of Independent Financial Advisers based in the South Cumbria area. The firm are directly authorised and have been running for almost 36 years. They are a growing business which is now part of a largergroup.

The Role:

Assisting the financial planner in their client relationships
To oversee, prioritise and manage the team workload of the Planners
Undertake research and consolidation information to write financial plan/ suitability letter
Attending client meetings and note taking where necessary

Required Skills and Qualifications:

Paraplanning experience preferred
A Levels or equivalent NVQ, BTEC in Financial Administration
R01 (or CF1)
Achieved or working towards CII Level 4 Certificate in Paraplanning and/or CII Diploma in Regulated Financial Planning Qualification

The Benefits:

Basic salary of £30,000 + per annum, depending on experience
Bonus scheme and annual appraisal
Hybrid working (to be discussed after training period)
Up to 22 days holiday (plus bank holidays and additional days off between Christmas and New Year)
4 x salary death in service scheme
Company Pension contribution
Full support provided to achieve relevant qualifications
Your birthday off (and paid) if your birthday falls on a working day
Free financial planning for self with discounted financial planning for family