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Paraplanner - Financial Services
2 months ago
Job Title: Paraplanner
Company: Finlink Ltd
Job Type: Full-time
Location: Remote (Hybrid)
Salary: Up to £50,000 per annum
Industry: Financial Services
About the Role:
We are seeking an experienced Paraplanner to join our team at Finlink Ltd. As a Paraplanner, you will play a crucial role in supporting our advisors in providing exceptional client service. Your primary responsibility will be to assist in the preparation of comprehensive financial plans and reports, ensuring that our clients receive the best possible advice.
Key Responsibilities:
- Assist in the preparation of financial plans and reports for clients
- Conduct research and gather data to support financial planning recommendations
- Collaborate with advisors to ensure seamless client service
- Develop and maintain strong relationships with clients
- Stay up-to-date with industry developments and best practices
Requirements:
- Level 4 qualified Paraplanner or equivalent
- Proven experience in a Paraplanning role
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong analytical and problem-solving skills
What We Offer:
- Competitive salary of up to £50,000 per annum
- Annual discretionary bonus of up to 10%
- Valuable share options for all employees
- Flexible working hours and hybrid working arrangement
- 25 days holiday plus bank holidays and your birthday off
How to Apply:
If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your application. We look forward to hearing from you.
