At a Glance
- Tasks: Support financial advisers by preparing detailed reports and ensuring compliance with regulations.
- Company: Lync Wealth Management Limited, a dynamic firm in Fleet.
- Benefits: Flexible full-time or part-time work options and a supportive team environment.
- Other info: Based in Church Crookham, Hampshire with opportunities for professional growth.
- Why this job: Join a growing company and make a difference in clients' financial journeys.
- Qualifications: Level 4 Diploma and at least 3 years of industry experience required.
The predicted salary is between 35000 - 42500 £ per year.
Lync Wealth Management Limited in Fleet is looking for a paraplanner to support financial advisers in providing financial services.
The role involves preparing detailed reports, compliance with regulations, and client communication.
Candidates should hold at least a Level 4 Diploma and have a minimum of 3 years of experience in the industry.
The position offers full-time or part-time work based in Church Crookham, Hampshire.
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Paraplanner for Advisors: Research, Reports & Compliance 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
