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Financial Services Coordinator
2 months ago
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