Financial Planning Assistant

3 days ago


Bristol, Bristol, United Kingdom Finlink Ltd Full time

**Job Title:** Financial Planning Assistant

About the Role

We are seeking a skilled Financial Planning Assistant to join our team at Finlink Ltd.

Your Key Responsibilities

  • Supporting the Advisors in the paraplanning team
  • Writing suitability reports and conducting research across IHT planning, Investments, Pensions, bonds, trusts & VCT's
  • Producing tax calculations, including inheritance tax, capital gains tax, chargeable gains and annual & lifetime allowance

About Us

Finlink Ltd is a chartered financial planning firm based just south of Bristol. We have been in operation almost 10 years and have a strong reputation for providing excellent service to our clients.

What We Offer

We offer a supportive office environment, study support, training and internal promotions, allowing for career progression and professional development.

Requirements

To be successful in this role, you will have 2+ years' experience within Paraplanning, a Level 4 diploma, and excellent communication skills.

Salary

The salary for this role is up to £45k.



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