Paraplanner - Financial Services Specialist

7 days ago


Pontyclun, Rhondda Cynon Taf, United Kingdom Finlink Ltd Full time

Job Summary

This role is ideal for a skilled Paraplanner looking to join a fast-growing and well-established Financial Services practice. As a Paraplanner, you will be working closely with advisors and administrators to deliver high-quality suitability reports and support the growth of the business.

About the Business

Finlink Ltd is a leading provider of financial services, with a strong presence across the UK. The company is known for its commitment to excellence, innovation, and customer satisfaction.

Key Responsibilities

  • Collaborate with advisors and administrators to undertake research and deliver suitability reports
  • Prepare pre-approval documentation and conduct financial calculations
  • Communicate effectively with internal and external stakeholders
  • Issue instructions to the Client Admin Team

Benefits

  • Competitive salary up to £40,000
  • Hybrid working arrangement
  • Death in Service benefit (4 x annual salary)
  • Private Medical Insurance
  • Group Income Protection
  • Employee Assistance Programme
  • Medicash (healthcare cash back plan)
  • Pension scheme with minimum 5% employer contribution
  • Discretionary annual bonus based on company performance
  • Generous holiday entitlement (28 days + 8 bank holidays)

Requirements

To be successful in this role, you will need:

  • 1+ year of paraplanning experience
  • Ideal level 4 qualification

What We Offer

As a Paraplanner at Finlink Ltd, you will have the opportunity to work with a talented team, develop your skills, and contribute to the growth and success of the business.



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