Paraplanner - Financial Services
3 weeks ago
Job Summary
This role is for a Paraplanner with a few exams under their belt looking to gain more experience, or a Level 4 qualified Paraplanner seeking a new challenge.
About the Business
Finlink Ltd is a well-established Independent Financial Adviser (IFA) based in Cumbria. We value our employees' growth, needs, and understand the importance of a good work-life balance.
The Role
As a Paraplanner, you'll work closely with Financial Advisers by providing technical support in accordance with client Financial Advice needs. You'll assess client needs, produce timely and compliant reports, and conduct research on products.
Key Responsibilities
- Provide technical support to Financial Advisers
- Produce reports for client Financial Advice needs
- Conduct research on financial products
- Arrange for plans to be submitted to providers
- Maintain client records
Benefits
- Salary - Up to £40k depending on experience
- Hybrid working after probation
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