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Client Advisory Associate
2 months ago
Financial Planning Assistant at Finlink Ltd
Hybrid Working Environment
Competitive Salary up to £45,000
This position is ideal for individuals with prior experience in financial planning support, preferably holding a level 4 qualification. At Finlink Ltd, you will join a dynamic team that values collaboration and offers a hybrid work model, comprehensive benefits, and opportunities for career advancement as the company continues to grow.
About Finlink Ltd
Finlink Ltd is a rapidly expanding and reputable Financial Services firm with a presence across the UK. The company is experiencing growth through both organic development and strategic acquisitions, necessitating the expansion of its support team. This role is based in a collaborative office environment.
Key Responsibilities
As a Financial Planning Assistant, your role will involve working closely with advisors and administrative staff to conduct essential research and prepare suitability reports. You will be responsible for:
- Drafting pre-approval documentation
- Performing relevant financial calculations
- Communicating effectively with internal teams and clients
- Issuing instructions to the Client Administration Team with confidence
Employee Benefits
- Salary up to £45,000 based on experience
- Flexible hybrid working arrangements
- Death in Service benefit (4 times annual salary)
- Private Medical Insurance through Vitality
- Group Income Protection
- Employee Assistance Programme
