Financial Planning Assistant
7 days ago
Job Summary
We are seeking a highly skilled and experienced Paraplanner to join our team at Finlink Ltd. As a Paraplanner, you will play a crucial role in supporting our financial planners in providing high-quality advice to our clients.
About the Role
As a Paraplanner, you will be responsible for providing administrative support to our financial planners, including writing reports, conducting research, and preparing review packs and illustrations. You will also be required to stay up-to-date with legislation and ensure that all work is completed to a high standard.
Key Responsibilities
- Provide administrative support to financial planners, including writing reports and conducting research
- Prepare review packs and illustrations as required
- Stay up-to-date with legislation and ensure that all work is completed to a high standard
- Work closely with financial planners to ensure that all client work is completed efficiently and effectively
Benefits
- Salary up to £45,000
- 25 days holiday (Rising with length of service)
- Birthday off + Holiday purchase scheme
- Life assurance
- Pension
- Corporate eyecare
About Finlink Ltd
Finlink Ltd is a directly authorised financial advisory firm with over 15 years of experience in providing high-quality advice to our clients. We pride ourselves on being a client-centric firm, with a team of experienced financial planners who are dedicated to providing the best possible service to our clients.
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