Financial Planner

2 days ago


Devon, United Kingdom Finlink Ltd Full time

About the Role

This is an exciting opportunity to join Finlink Ltd as a Senior Financial Advisor, working with a range of clients to provide holistic advice and support.

The Business

Finlink Ltd is a financial advisory business based in Devon, specialising in providing unbiased and suitable advice to clients from all walks of life.

The Team

You will be part of a dynamic team, working closely with a back office team of administrators and paraplanners to ensure you are client-facing and able to do what you do best.

Key Responsibilities

As a Senior Financial Advisor, you will be responsible for providing advice to clients on a range of financial matters, including investments, pensions, and tax planning.

Benefits

  • A competitive salary between £50,000 - £70,000
  • A client bank to take over and all new leads provided
  • Death in service 3x
  • Group income protection scheme
  • Enhanced employer pension contributions
  • Health cash plan (money back for dentists, opticians, etc)
  • Discount to many online brands
  • 21 days holiday plus your birthday off
  • Flexible working with a day week at home

What We Offer

At Finlink Ltd, we offer a robust and involved training and settling in period to ensure all our employees feel welcome and equipped to do their best.

How to Apply

If you are a motivated and experienced financial advisor looking for a new challenge, please click the apply button and we will be in touch to discuss further and answer any questions.



  • Devon, United Kingdom Recruit UK Full time

    Job Title: Financial PlannerIndustry: Financial ServicesLocation: RemoteSalary: Up to £75,000About the Role:We are seeking an experienced financial planner to join our team at Recruit UK. As a financial planner, you will be responsible for providing tailored financial planning and investment solutions to clients nationwide.Key Responsibilities:Building and...


  • Devon, United Kingdom Recruit UK Full time

    Job Title: Financial PlannerIndustry: Financial ServicesLocation: RemoteSalary: Up to £75,000About the Role:We are seeking an experienced financial planner to join our team at Recruit UK. As a financial planner, you will be responsible for providing tailored financial planning and investment solutions to clients nationwide.Key Responsibilities:Building and...

  • Financial Planner

    4 weeks ago


    Devon, United Kingdom Recruit UK Full time

    Job Title: Financial Adviser Industry: Financial Services Location: Remote (Based in Devon/Barnstaple) Salary: Up to £75,000 Reference Number: 9218 Are you an experienced financial adviser ready to make a significant impact with a leading firm? Are you based in Devon and looking for the opportunity to work remotely? Recruit UK is partnered with a growing...


  • Devon, United Kingdom Search Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Planning Assistant to join our team at Search. As a key member of our financial services team, you will play a vital role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our clients.Key ResponsibilitiesAssist in the preparation of...


  • Devon, United Kingdom Search Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Planning Assistant to join our team at Search. As a key member of our financial services team, you will play a vital role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our clients.Key ResponsibilitiesAssist in the preparation of...


  • Devon, United Kingdom Search Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Planning Assistant to join our team at Search. As a key member of our financial services team, you will play a vital role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our clients.Key ResponsibilitiesAssist in the preparation of...


  • Devon, United Kingdom Search Full time

    Job Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to find the best talent for our clients.Job SummaryWe are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our...


  • Devon, United Kingdom Search Full time

    Job Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to find the best talent for our clients.Job SummaryWe are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our...


  • Devon, United Kingdom Search Full time

    Job PurposeTo provide high-quality support to our Private Client Financial Planners in delivering exceptional financial planning services to our clients.Key Responsibilities:Drafting financial planning reports to meet and exceed activity targets.Developing and maintaining technical and market awareness knowledge to assist in providing effective...


  • Devon, United Kingdom Search Full time

    Job PurposeTo provide high-quality support to our Private Client Financial Planners in delivering exceptional financial planning services to our clients.Key Responsibilities:Drafting financial planning reports to meet and exceed activity targets.Developing and maintaining technical and market awareness knowledge to assist in providing effective...


  • Devon, United Kingdom Search Full time

    {"Job Title": "Paraplanner", "Job Description": "Job SummaryWe are seeking a skilled Paraplanner to join our team at Search. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing financial plans and advice to our clients.Key ResponsibilitiesDraft financial planning reports to meet and/or exceed...


  • Devon, United Kingdom Search Full time

    {"Job Title": "Paraplanner", "Job Description": "Job SummaryWe are seeking a skilled Paraplanner to join our team at Search. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing financial plans and advice to our clients.Key ResponsibilitiesDraft financial planning reports to meet and/or exceed...

  • Paraplanner

    4 weeks ago


    Devon, United Kingdom Search Full time

    Paraplanner, based in Devon, competitive salary and benefits package and offering hybrid working. Job Purpose To assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards. Job Role * To draft financial planning reports in order to meet and/or exceed agreed activity targets.* To...