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Paraplanner - Financial Services Specialist
2 months ago
Job Summary
This role is ideal for a skilled Paraplanner looking to join a fast-growing and well-established Financial Services practice. As a Paraplanner, you will be working closely with advisors and administrators to deliver high-quality suitability reports and support the growth of the business.
About the Business
Finlink Ltd is a leading provider of financial services, with a strong presence across the UK. The company is known for its commitment to excellence, innovation, and customer satisfaction.
Key Responsibilities
- Collaborate with advisors and administrators to undertake research and deliver suitability reports
- Prepare pre-approval documentation and conduct financial calculations
- Communicate effectively with internal and external stakeholders
- Issue instructions to the Client Admin Team
Benefits
- Competitive 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 minimum 5% employer contribution
- Discretionary annual bonus based on company performance
- Generous holiday entitlement (28 days + 8 bank holidays)
Requirements
To be successful in this role, you will need:
- 1+ year of paraplanning experience
- Ideal level 4 qualification
What We Offer
As a Paraplanner at Finlink Ltd, you will have the opportunity to work with a talented team, develop your skills, and contribute to the growth and success of the business.
