Paraplanner for High-Net-Worth Wealth (Hybrid)

Finlink Ltd; Cheltenham; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Private Medical Insurance

Medicash Health Cash Plan

Pension plan with employer match

Group Income Protection

Group Life Assurance

28 days holiday

Job summary

Finlink Ltd in Cheltenham is seeking an experienced Paraplanner to support Financial Planners in delivering high-quality financial advice. You will be involved in preparing cash-flow forecasts, conducting research, and managing client cases.

This hybrid role offers a competitive salary, private medical insurance, and a pension plan. You will work closely with advisers and paraplanners in a growing financial planning business committed to providing exceptional client experiences.

Qualifications

• Previous paraplanning experience within financial planning or wealth management is required.
• Strong technical knowledge of pensions, investments, and tax-planning solutions.
• Ability to manage multiple cases effectively.

Responsibilities

• Conduct detailed research and analyze clients' arrangements.
• Prepare cash-flow forecasts and produce comprehensive suitability reports.
• Identify opportunities to improve internal processes and client outcomes.

Skills

Technical knowledge

Attention to detail

Time management

Communication

Education

Level 4 financial planning qualification

Tools

Cash-flow modelling software

Industry platforms

Back-office systems

Job description

Finlink Ltd in Cheltenham is seeking an experienced Paraplanner to support Financial Planners in delivering high-quality financial advice. You will be involved in preparing cash-flow forecasts, conducting research, and managing client cases.

This hybrid role offers a competitive salary, private medical insurance, and a pension plan. You will work closely with advisers and paraplanners in a growing financial planning business committed to providing exceptional client experiences.