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Financial Services Coordinator

2 months ago


Marlborough, Wiltshire, United Kingdom Finlink Ltd Full time

Job Summary

We are seeking a highly skilled and experienced Paraplanner to join our team at Finlink Ltd. As a Paraplanner, you will play a crucial role in supporting our financial planners and providing high-quality support to our clients.

About the Role

As a Paraplanner, you will be responsible for:

  • Providing administrative support to our financial planners, including report writing and research
  • Conducting in-depth research on existing and potential arrangements
  • Preparing review packs and illustrations as needed
  • Staying up-to-date with legislation and regulatory requirements

About Us

Finlink Ltd is a directly authorised financial advisory firm with over 15 years of experience. We have a strong reputation for providing high-quality advice to our clients and a supportive work environment for our staff.

What We Offer

  • Salary up to £45,000
  • 25 days holiday (Rising with length of service)
  • Birthday off + Holiday purchase scheme
  • Life assurance
  • Pension
  • Corporate eyecare

Requirements

To be successful in this role, you will need:

  • At least 1 year of experience as a Paraplanner with report writing experience
  • A Level 4 Diploma in a relevant field (desirable but not required)
  • Excellent communication and organisational skills