Financial Planning Support Specialist

6 days ago


St Albans, Hertfordshire, United Kingdom Finlink Ltd Full time

Job Summary:

We are seeking an experienced Paraplanning Professional to join our team at Finlink Ltd. As a key member of our financial planning team, you will provide high-quality paraplanning support to our advisors, helping them to deliver exceptional client service.

About the Role:

This is an exciting opportunity for a skilled Paraplanner to join our established team of financial planners, paraplanners, and administrators. You will be responsible for providing technical support to our advisors, including writing suitability reports, researching and analysing information, and producing a wide range of technical information for clients.

Key Responsibilities:

  • Provide paraplanning support to our advisors, including writing suitability reports and producing technical information for clients.
  • Research and analyse information to support the development of financial plans and investment strategies.
  • Work closely with our advisors to ensure that client needs are met and exceeded.
  • Contribute to the development of new business opportunities and help to grow our client base.

Requirements:

To be successful in this role, you will need:

At least 2 years' experience in providing paraplanning support.Hold a Level 4 diploma or equivalent qualification.Excellent technical skills and attention to detail.Strong communication and interpersonal skills.A proactive and flexible approach to work.

What We Offer:

We offer a competitive salary of up to £50,000, hybrid working arrangements, and a range of benefits, including pension contribution and holiday days. If you are a motivated and experienced Paraplanning Professional looking for a new challenge, we would love to hear from you.



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