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Financial Planning Assistant

2 months ago

Liverpool, Liverpool, United Kingdom Finlink Ltd Full time
Paraplanner Role

Finlink Ltd is seeking a skilled Paraplanner to join their team in Liverpool. As a Paraplanner, you will work closely with Financial Advisers to provide technical support and produce accurate, timely, and compliant reports.

Key Responsibilities
  • Conduct research on financial products and services
  • Write reports for Financial Advisers to present to clients
  • Prepare client review packs and illustration requests
  • Assist with and maintain client records
Benefits
  • 25 days holiday plus bank holidays and birthday off
  • Hybrid working available
  • Salary up to £45k
  • Annual discretionary bonus of up to 10%
  • Valuable share options for all employees
  • Flexible working hours

Finlink Ltd is a directly authorised and independent financial services company with a strong focus on delivering exceptional client experiences. If you are a motivated and driven individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.