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Financial Planning Assistant
2 months ago
We are seeking a highly skilled Paraplanner to join our team at Finlink Ltd. As a Paraplanner, you will play a crucial role in supporting our financial planners and providing high-quality support to our clients.
Key Responsibilities- Provide administrative support to our financial planners, including report writing and research
- Conduct in-depth research on existing and potential arrangements
- Prepare review packs and illustrations as required
- Stay up-to-date with legislation and regulatory requirements
- Salary up to £45,000
- 25 days holiday (rising with length of service)
- Birthday off + holiday purchase scheme
- Life assurance
- Pension
- Corporate eyecare
Finlink Ltd is a directly authorised Financial advisory firm with over 15 years of experience. We have a strong reputation for providing high-quality advice to our clients and a supportive work environment for our staff.