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Paraplanning Professional

2 months 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 financial advisors, helping them to deliver exceptional client service.

About the Role

This is an exciting opportunity for a skilled and motivated individual to join our established team of financial planners, paraplanners, and administrators. As a Paraplanning Professional, you will be responsible for:

  • Writing suitability reports and producing technical information for clients
  • Researching and analysing information to support financial planning recommendations
  • Providing administrative support to our financial advisors
  • Developing strong relationships with clients and colleagues

About Finlink Ltd

Finlink Ltd is a fee-based independent financial advisory firm that provides holistic financial planning and investment management services to our clients. We pride ourselves on building long-term relationships with our clients, providing high-quality, bespoke advice to meet their individual needs.

What We Offer

We offer a competitive salary of up to £50,000, hybrid working arrangements, holiday days, pension contribution, and further benefits to be confirmed.

Requirements

To be successful in this role, you will need:

  • At least 2 years' experience in providing paraplanning support
  • A level 4 diploma in a relevant field
  • Excellent communication and administrative skills
  • A strong attention to detail and ability to work accurately

How to Apply

If you are a motivated and experienced Paraplanning Professional looking for a new challenge, please submit your CV and basic contact details for consideration.