Financial Planning Assistant
3 weeks ago
We are seeking a highly skilled and experienced Part-time Paraplanner to join our team at Finlink Ltd.
About the Role
This is a fantastic opportunity for a motivated and organized individual to provide Paraplanning support to our advisors, assisting with writing suitability reports and undertaking cash flow modelling.
Key Responsibilities
- Provide Paraplanning support to advisors, including writing suitability reports and cash flow modelling.
- Assist with client onboarding and data management.
- Contribute to the development of new business opportunities.
- Collaborate with the team to achieve business objectives.
Requirements
- Level 4 qualified within financial advice.
- 3+ years of experience in a related field.
- Excellent communication and organizational skills.
- Ability to work independently and as part of a team.
What We Offer
- Full-time equivalent salary up to £50,000 depending on experience.
- Generous holiday entitlement.
- Employer pension contribution.
- Sick Pay.
- Free parking provided.
About Us
Finlink Ltd is a well-established financial planning firm based in Orpington, directly authorized and specializing in providing advice on pensions, investments, protection, and corporate services.
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