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Financial Planning Assistant

2 months ago

Cannock, Staffordshire, United Kingdom Finlink Ltd Full time
About the Role

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 advisers in delivering exceptional client outcomes.

Key Responsibilities
  • Provide technical support to our advisers in accordance with client advice needs.
  • Produce accurate, timely, and compliant reports.
  • Conduct research on products and solutions to inform suitability reports.
  • Prepare client review packs, illustration requests, and assist with maintaining client records.
What We Offer
  • A competitive salary of up to £45k.
  • Hybrid working available after probation.
  • 25 days holiday plus bank holidays, with the option to purchase up to 5 additional days.
  • Pension contribution of 5% by employer plus 3% employee, offered as a salary sacrifice.
  • Flexible working arrangements.
About Us

Finlink Ltd is a directly authorised business offering independent and holistic advice. We pride ourselves on our strong team culture and commitment to delivering exceptional client outcomes.

We are a growing business with a well-established team in place. Our client-centric approach and dedication to excellence make us an attractive employer for experienced professionals seeking long-term security and progression opportunities.