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Financial Planning Assistant
2 months ago
Paraplanning Role
This is an exciting opportunity for an experienced Paraplanner to join Finlink Ltd in Lincoln. As a dedicated and driven individual, you will be working closely with Financial Advisers to provide technical support in accordance with client Financial Advice needs.
The Business
Finlink Ltd is a directly authorised, independent company established in 2014 with office hubs throughout the UK. They pride themselves on delivering an exceptional client experience.
The Role
As a Paraplanner, you will be responsible for conducting research on products, writing reports that advisers will present to clients, preparation of client review packs and illustration requests, and assisting with and maintaining client records.
Key Responsibilities
- Provide technical support to Financial Advisers
- Conduct research on products and services
- Write reports and client review packs
- Assist with and maintain client records
- Support the delivery of exceptional client experiences
Benefits
Finlink Ltd offers a range of benefits, including:
- 25 days holiday plus bank holidays and your birthday off
- Hybrid working available
- A salary of up to £45k
- Annual discretionary bonuses
About Finlink Ltd
Finlink Ltd is a leading provider of financial services, dedicated to delivering exceptional client experiences. We are committed to providing a supportive and collaborative work environment, where our employees can thrive and grow.
