Paraplanning Professional

Job Summary

We are seeking a skilled Paraplanner to join our team at Finlink Ltd. As a Paraplanner, you will play a crucial role in supporting our advisors and administrators in delivering high-quality financial services to our clients.

About the Role

This is an exciting opportunity for a motivated and experienced Paraplanner to join our fast-growing Financial Services practice. As a key member of our support team, you will be responsible for undertaking research, preparing suitability reports, and collaborating with our advisors and administrators to deliver exceptional client service.

Key Responsibilities

• Conduct thorough research and prepare comprehensive suitability reports
• Collaborate with advisors and administrators to deliver high-quality client service
• Prepare pre-approval documentation and conduct financial calculations
• Communicate effectively with internal and external stakeholders
• Issue instructions to the Client Admin Team

Benefits

• Competitive salary up to £40k
• Hybrid working arrangement
• Death in Service benefit (4 x annual salary)
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Programme
• Medicash (healthcare cash back plan)
• Pension scheme with minimum 5% employer contribution
• Discretionary 10% annual bonus based on company performance
• Generous holiday entitlement (28 days + 8 bank holidays)

About Finlink Ltd

Finlink Ltd is a well-established Financial Services practice with a strong reputation for delivering exceptional client service. We are committed to providing a supportive and collaborative work environment, and we offer a range of benefits and opportunities for professional development.