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Financial Planning Assistant
2 months ago
Finlink Ltd is seeking a skilled Paraplanner to join their team in Lincoln. As a Paraplanner, you will work closely with Financial Advisers to provide technical support and produce accurate, timely, and compliant reports.
Key Responsibilities- Conduct research on financial products and services
- Write reports for Financial Advisers to present to clients
- Prepare client review packs and illustration requests
- Assist with and maintain client records
- 25 days holiday plus bank holidays and birthday off
- Hybrid working available
- Salary up to £45k
- Annual discretionary bonus of up to 10%
- Valuable share options for all employees
- Flexible working hours
Finlink Ltd is a directly authorised, independent company with office hubs throughout the UK. They pride themselves on delivering an exceptional client experience. If you are a dedicated and driven individual with a Level 4 qualification or close to obtaining it, this could be the ideal opportunity for you.