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Paraplanning Support Specialist

2 months ago


Truro, Cornwall, United Kingdom Finlink Ltd Full time

Job Summary: We are seeking a skilled Paraplanning professional 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 position, you will work closely with our administration team to ensure seamless process completion and accuracy. You will have the opportunity to develop your skills and become qualified with our full support. Our remote working setup offers a great work-life balance, and we offer excellent progression opportunities.

Key Responsibilities:

  • Support Financial Advisors in report writing, research, and annual review preparation
  • Collaborate with the administration team to ensure process efficiency and accuracy
  • Develop report writing skills and become qualified with our support
  • Contribute to the growth and success of our financial planning firm

Benefits:

  • Salary up to £35,000
  • Remote working arrangement
  • Sick pay
  • 25 days holiday + Bank holiday
  • Death in service 4x salary
  • Study support