Paraplanner - Finlink Ltd : Job Details

Paraplanner, Whiteley

Hybrid working

Up to £45k

If you are an experienced paraplanner looking for a new role with good benefits, a competitive salary and a company with a great culture, this may be for you! You'll be working on a hybrid basis as one of the paraplanning team carrying out a range of paraplanning duties.

The Business

The firm are a well known name in financial services as they have been operating for over twenty years. They are directly authorised and currently going through a period of growth, hence the reason they are looking for further paraplanners, advisors, etc. The firm put a huge emphasis on building a positive workplace culture and they do so by looking after those who work for them with great benefits, and by providing real opportunities at career development.

The Role

Working as a paraplanner within this firm will see you carry out a real range of work. You'll be analysing client information and existing investments, carrying out tax calculations, running cashflow models for clients, writing detailed reports across a breadth of advice areas, etc. You'll be the member of the paraplanning team where you'll work with a range of colleagues and this could see you providing training to any junior members, lead pod meetings with advisor and other paraplanners, attend group meetings, etc.

Benefits

• A salary up to £45,000
• Hybrid working
• 28 days holiday + bank holidays
• Life assurance
• Income protection
• Pension scheme
• Flexible benefits platform

Requirements

• Be level four qualified in financial planning (or near to qualified)
• Have experience in a paraplanning role
• Have a good attention to detail
• Be a team player

If this sounds of interest, please click apply and we will get in touch as soon as possible.