At a Glance
- Tasks: Support financial advisers by conducting research and preparing reports.
- Company: Lync Wealth Management Limited, a dynamic firm in Church Crookham.
- Benefits: Ongoing professional development and a supportive work environment.
- Other info: Great opportunity for growth in the financial planning sector.
- Why this job: Join a team that values attention to detail and compliance in finance.
- Qualifications: Strong research skills and a keen eye for detail.
The predicted salary is between 40500 - 49500 £ per year.
Lync Wealth Management Limited in Church Crookham, Hampshire, is seeking a paraplanner to support four financial advisers by conducting research, preparing reports, and ensuring regulatory compliance.
You will gather documents from insurers and investment providers, assist with client money movements, and contribute to compliant client files.
The role emphasises attention to detail, data integrity, and ongoing professional development in financial planning tools and products.
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Paraplanner: Financial Research, Compliance & Client Support in Fleet employer: Lync Wealth Management Limited
Lync Wealth Management Limited is an exceptional employer that prioritises the growth and development of its employees, offering a dynamic work culture that fosters collaboration and innovation. With a strong focus on professional development, employees benefit from ongoing training opportunities and the chance to build meaningful relationships within the financial advisory community. Located in a vibrant area, the company also supports a healthy work-life balance through its hybrid working model, making it an ideal place for those seeking a rewarding career in financial planning.
Contact Details:
Lync Wealth Management Limited Recruitment Team
