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Stamford

    Paraplanner - Stamford, United Kingdom - RecruitMe

    RecruitMe
    RecruitMe Stamford, United Kingdom

    1 month ago

    Default job background
    Full time Accounting / Finance
    Description

    We have a great opportunity for a Paraplanner position at a successful wealth management firm in the charming town of Stamford.

    The company has a strong history of offering independent financial advice and has been expanding its client base.

    They are now looking for additional Paraplanners to support their team of advisors.

    This role includes a flexible work arrangement after a qualifying period.

    Paraplanners are crucial in providing support to the Financial Advisers.

    As a Paraplanner, you should have experience with Financial Advice platforms, report writing, and knowledge of FCA regulations.

    You need to hold a Level 4 Diploma and have at least 2 years of experience in the financial services industry.

    The ideal candidate is analytical and detail-oriented.

    The company will assist you in furthering your professional development by supporting your pursuit of industry qualifications.

    In addition to a competitive salary, they offer the following benefits:

    • Company pension scheme
    • Sickness policy (after probation)
    • 20 days holidays plus Bank Holidays
    • Christmas to New Year week off
    • Flexible working arrangement (after probation)
    • Parking permit (for office workers)
    • Death in service benefit

    Applicants should have good knowledge of Microsoft Office programs, be adaptable, self-motivated, and work well in a team.

    The working hours are 9am-5pm, Monday to Friday.


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