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Paraplanning Professional
2 months ago
About Finlink Ltd
Finlink Ltd is a fee-based independent financial advisory firm that provides holistic financial planning and investment management services to its clients. With over 20 years of experience, the company takes pride in building long-term relationships with its clients by offering high-quality, bespoke advice tailored to their individual needs.
The Business
Finlink Ltd is a fee-based independent financial advisory firm that provides financial planning and investment management services to its clients. The company has a strong commitment to providing high-quality, bespoke advice to meet the individual needs of its clients.
The Role
We are seeking an experienced paraplanner to join our team to provide paraplanning support for several advisors within the firm. As a paraplanning professional, you will be responsible for writing suitability reports, researching and analyzing information, and producing a wide range of technical information for clients. You will also have the opportunity to communicate directly with clients and provide them with expert advice.
Key Responsibilities
- Provide paraplanning support for several advisors within the firm
- Write suitability reports and produce technical information for clients
- Research and analyze information to support financial planning and investment management services
- Communicate directly with clients to provide expert advice
Benefits
- Salary up to £50,000
- Hybrid working arrangement (3 days at home)
- Holiday days
- Pension contribution
- Further benefits to be confirmed