Financial Services Paraplanner
4 weeks ago
About the Role:
This Paraplanner position at Finlink Ltd involves collaborating closely with advisors and administrators to undertake research and deliver suitability reports.
Key Responsibilities:
- Prepare pre-approval documentation
- Conduct relevant financial calculations
- Communicate effectively internally and externally
- Issue instructions to the Client Admin Team
Benefits:
- Salary up to £40k
- Hybrid working
- Further benefits available upon application
This role is best suited to those with 1+ year of paraplanning experience and ideally holding their Level 4 qualification.
About the Business:
Finlink Ltd is a fast-growing and well-established Financial Services practice with offices across the UK.
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