Financial Services Paraplanner

6 hours ago


Pontyclun, Rhondda Cynon Taf, United Kingdom Finlink Ltd Full time
About the Role

We are seeking a skilled Paraplanner to join our team at Finlink Ltd, a fast-growing and well-established Financial Services practice with offices across the UK. As a Paraplanner, you will play a crucial role in supporting our advisors and administrators in delivering high-quality financial services to our clients.

Key Responsibilities
  • Collaborate with our advisors and administrators to undertake research and deliver suitability reports.
  • Prepare pre-approval documentation and conduct relevant financial calculations.
  • Communicate effectively with internal and external stakeholders.
  • Issue instructions to the Client Admin Team.
What We Offer
  • 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 a minimum contribution of 5% (company will match up to 10%).
  • Discretionary 10% annual bonus based on company performance.
  • 28 days + 8 bank holidays, with entitlement increasing by 1 day per calendar year of service, up to a maximum of 30 days.
Requirements

We are looking for a Paraplanner with 1+ year of experience and ideally holding a Level 4 qualification. If you are a motivated and organized individual with excellent communication skills, we encourage you to apply for this exciting opportunity.



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