Financial Planning Assistant
3 days ago
**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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