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Financial Planning Specialist

2 months ago


Bracknell, Bracknell Forest, United Kingdom Finlink Ltd Full time
{"title": "Paraplanning Opportunity", "content": "Paraplanning Opportunity

Finlink Ltd is seeking a skilled Paraplanner to join their team in Bracknell. As a Paraplanning Expert, you will be responsible for providing end-to-end paraplanning services, including report writing and research, to support the advisors in delivering exceptional client experiences.

About the Role
  • Carry out a range of duties, including attending client meetings and preparing comprehensive reports.
  • Work closely with advisors to provide tailored recommendations and support.
  • Contribute to the development of the business by investing in training and development opportunities.
What We Offer
  • A competitive salary of up to £50,000.
  • Annual discretionary bonus of up to 10%.
  • Valuable share options for all employees.
  • Flexible working hours and hybrid working arrangements.
  • 25 days holiday plus bank holidays and your birthday off.

Finlink Ltd is a directly authorised, independent financial adviser with a strong reputation for delivering exceptional client experiences. If you are a motivated and experienced Paraplanner looking for a new challenge, we encourage you to apply for this exciting opportunity."}