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Report Writing Coordinator

2 months ago


Truro, Cornwall, United Kingdom Finlink Ltd Full time

Job Summary: We are seeking a skilled Paraplanner to join our team at Finlink Ltd, a leading financial planning firm. As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in report writing, research, and annual review preparation.

About the Role: In this role, you will work closely with our administration team to ensure the process is completed smoothly and correctly. You will be responsible for:

  • Supporting Financial Advisors in report writing and research
  • Preparing annual reviews and other financial documents
  • Collaborating with the administration team to ensure efficient workflow

About Us: Finlink Ltd is an award-winning financial planning firm that has been in operation for over 20 years. We have multiple offices across the UK and are committed to the development and progression of our employees. Our company culture values teamwork, innovation, and excellence.

What We Offer: As a Paraplanner at Finlink Ltd, you can expect:

  • A competitive salary up to £35,000
  • Remote working opportunities
  • Sick pay and 25 days holiday + Bank holiday
  • Death in service 4x salary
  • Study support for professional development