Finlink Ltd

Paraplanner, East Hertfordshire Office based Up to £45,000 (negotiable) A well-established wealth management firm, operating as the financial planning division of a respected legal business, is seeking an experienced paraplanner. The organisation delivers holistic financial planning solutions and offers whole-of-market advice. The successful candidate will join a professional and collaborative team, supporting advisers in the delivery of high-quality financial planning to clients. Role The paraplanner will provide technical support to financial advisers by preparing compliant and well-structured reports, research, and financial planning analysis. The role involves working closely with advisers to ensure financial solutions meet client objectives and regulatory standards. Key Responsibilities: Conduct detailed research and analysis across pensions, investments, protection, retirement planning and estate planning Prepare suitability reports, recommendation summaries and technical documentation Assist with fact-find analysis and identify appropriate financial planning strategies Carry out product and fund comparisons, portfolio analysis and cashflow modelling Ensure compliance with FCA regulations and internal procedures Maintain accurate records and support the advice process from initial enquiry to implementation Benefits Salary up to £45,000 (negotiable) Study support for further professional qualifications Pension and life assurance scheme Supportive working environment focused on professional development The package can depend upon candidate's experience and need Requirements Level 4 Diploma in Regulated Financial Planning (or equivalent) Minimum of 2-3 years' experience in a paraplanning role within an IFA or financial planning environment Progress toward Chartered status is advantageous but not essential Application Applications are invited from experienced paraplanners seeking a long-term role within a professional and growing financial planning team. Please submit a CV outlining relevant experience and qualifications, and we'll get straight in touch!

Mortgage Advisor - Godalming Hybrid working Salary up to £35k, expected OTE £65k If you are an experienced mortgage advisor who has a track record of writing strong business levels, this role could be for you. The firm is looking to provide experienced advisors with full (warm) lead support and full admin support, with the idea being to let you focus on purely writing business. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. With them being a whole of market business, you can provide your clients with a wide range of solutions to match their specific needs. Due to business levels and the amount of leads they're seeing coming in, they are looking to grow and work with more experienced advisors and as soon as possible. With the fantastic model they have established over the years, some of the biggest business writers in mortgages/protection work here. The Role Working as a mortgage broker in this business will you working a hybrid model in one of the business's estate agency partner offices. You'll be provided all the leads you could need, from a range of sources. The primary source being from the firm's estate agency relationships where you'll be working warm leads and be provided full administration support, so you can focus on purely writing business. The firm are open to those wanting to do just mortgages or doing protection as well, it's up to you. You will be working out of the office between 2-3 days per week and may require some travel to cover other close by offices where required. Benefits A salary up to £35k Up to a £4k validation, then 10-15% commission on all business written, no cap All the business you could possibly need is provided by the firm Quick, warm and convertible leads booked straight into your diary Full administration support Full compliance support Hybrid working, 3 days a week in the office Any training requirements you need Holidays Pension scheme Requirements Estate agency experience a benefit but not required CeMap or equivalent Applying If this role sounds of interest, then please click the apply button now and we will be in touch asap. After that, there will be a fairly straight forward three stage interview process. Synonyms: mortgage broker, mortgage consultant

Experienced Financial Adviser Central London, hybrid working Up to £90,000 plus bonus This role is best suited to financial advisers with experience working closely with private clients and helping them achieve their personal financial goals. The firm is looking for a chartered or nearly chartered financial adviser to join them during a period of growth. Success in the position will come from building long term client relationships, converting new client opportunities, and bringing new revenue into the business. If you enjoy delivering high quality financial advice, developing relationships and working with private clients, this could be the right opportunity for you. You will be joining a well established and supportive firm that offers a competitive salary, bonus potential, career development, and the tools to grow both your experience and earnings. The Business Our client is a directly authorised, independent financial advisory firm that has been providing trusted advice for over 30 years. Chartered and highly respected, they specialise in pensions, investments, and protection for individual clients. With a strong reputation and continued growth plans, they are now looking to grow their team by hiring an adviser who can help bring new individuals and families into the firm. The Role You will be responsible for providing holistic financial advice to private clients across pensions, investments, and protection. Alongside delivering high quality advice, you will play an important role in converting new client opportunities and identifying ways to grow revenue. The firm has an excellent reputation, established marketing resources, and an experienced support team, but they are looking for someone who is commercially minded and comfortable contributing to the continued growth of the business. This is an opportunity to deliver truly independent advice, build long term trusted relationships with individuals and families, and be rewarded for the value you bring. The Benefits Salary up to £90,000, negotiable Bonus scheme 26 days holiday, rising to 31 after 5 years, plus bank holidays Generous employer pension contribution Death in Service cover Income Protection cover Private Medical Insurance and Health Cash Plan Full support towards professional qualifications New client opportunities and business development support Established support team and marketing resources Requirements Experience as a financial adviser for at least three years Qualifications completed through the CII Chartered already, or very close to achieving chartered status, ideally within the next 6 months Experience advising private clients across pensions, investments, and protection Confident converting new client opportunities and helping to grow revenue Strong relationship building and client management skills Apply If this sounds like the right move for you, apply today with your CV and contact details. The process is quick and straightforward. Synonyms: Financial Adviser, Financial Planner, IFA, Independent Financial Adviser, Wealth Adviser

Mortgage Advisor, Multiple office choices in Wokingham/Winnersh Hybrid working Salary up to £35k, expected OTE £65k If you are an experienced mortgage advisor who has a track record of writing strong business levels, this role could be for you. The firm are looking to provide experienced advisors with full (warm) lead support and full admin support, with the idea being to let you focus on purely writing business. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. With them being a whole of market business, you can provide your clients with a wide range of solutions to match their specific needs. Due to business levels and the amount of leads they're seeing coming in, they are looking to grow and work with more experienced advisors and as soon as possible. With the fantastic model they have established over the years, some of the biggest business writers in mortgages/protection work here. The Role Working as a mortgage broker in this business will you working a hybrid model in one of the business's estate agency partner offices. You'll be provided all the leads you could need, from a range of sources. The primary source being from the firm's estate agency relationships where you'll be working warm leads and be provided full administration support, so you can focus on purely writing business. The firm are open to those wanting to do just mortgages or doing protection as well, it's up to you. You will be working out of the office between 2-3 days per week and may require some travel to cover other close by offices where required. Benefits A salary up to £35k Up to a £4k validation, then 10-15% commission on all business written, no cap All the business you could possibly need is provided by the firm Quick, warm and convertible leads booked straight into your diary Full administration support Full compliance support Hybrid working, 3 days a week in the office Any training requirements you need Holidays Pension scheme Requirements Estate agency experience a benefit but not required CeMap or equivalent Applying If this role sounds of interest, then please click the apply button now and we will be in touch asap. After that, there will be a fairly straight forward three stage interview process. Synonyms: mortgage broker, mortgage consultant

Paraplanner Bracknell Hybrid working (2 days in office) Up to £45,000 This opportunity would suit an experienced, Level 4 qualified Paraplanner who wants to be involved in genuine paraplanning work, not just report writing. If you enjoy technical research, cashflow planning, analysis, and working closely with advisers to help shape recommendations, this role offers the chance to be part of a well established advisory firm where paraplanners are valued for more than simply processing work. The business is looking for a dedicated individual to join their Bracknell team. Alongside a salary of up to £45,000 , they offer valuable share options, strong long term progression, and a working environment where paraplanners can broaden their experience across different advisers and cases The Business This is a directly authorised, independent financial advisory firm that has been established for over 10 years, with office hubs across the UK. Founded by a highly successful figure within the industry, the business has continued to grow and is well regarded for its commitment to client service, staff development, and building a strong long term team. They invest heavily in their people and have created an environment where individuals can develop their knowledge, progress in their careers, and play a meaningful role in client outcomes. The Role Working as a Paraplanner within this business, you will support advisers across a wide range of advice cases, helping to deliver high quality client outcomes. This is not a role where you simply take instructions and produce reports. Paraplanners here are genuinely involved in the advice process. You will work collaboratively with advisers to carry out technical research, analyse solutions, prepare cashflow plans, and contribute towards the recommendations being made. The paraplanning function operates on a pooled basis, which means you will gain exposure to different advisers, a variety of case types, and a more balanced workflow. For those who are interested in becoming a Financial Adviser in the future, this is also a business where that route can be possible. A number of paraplanners have successfully progressed into adviser positions over time. The Benefits Salary of up to £45,000 depending on experience 25 days holiday plus bank holidays, plus your birthday off Hybrid working with 2 days in the office and the remainder from home Annual discretionary bonus of up to 10% Valuable share options for employees Flexible working hours, for example 9am to 5:30pm or 8am to 4:30pm Life assurance Income protection Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.

Protection Adviser - Either employed or self-employed Remote Full Time Expected earnings: c£60,000 to £70,000 If you are an experienced protection adviser who wants access to a strong flow of warm leads, this role could be for you. The firm is looking to provide experienced protection advisers with regular client opportunities, with many leads booked directly into your diary by mortgage advisers. The aim is to let you focus on giving advice, converting opportunities and writing business. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisers nationwide. With the business generating high levels of mortgage and protection activity, they are now looking to add more experienced protection advisers to support ongoing client demand. The business has built a strong model over the years, with warm leads, adviser support and a clear structure that allows self-employed advisers to earn well. Some of the biggest business writers in mortgages and protection work here. The Role Working as a protection adviser in this business, you will be working remotely and speaking with clients who are often introduced through the mortgage advice process. You will typically receive around 2 to 3 leads per day, with many of these booked directly into your diary by mortgage advisers. These are warm protection opportunities, giving you the chance to focus on client conversations, suitable advice and converting business. The business can also provide some initial flexible funding for the right adviser, helping you while you build momentum in the role. There is also the option to move across into mortgage advice in the future. However, most advisers within the business choose to stay focused on protection due to the earning capacity and the level of opportunity available. Benefits Remote working Around 2 to 3 leads per day Warm protection leads Many appointments booked directly into your diary Leads often generated through mortgage advisers Expected earnings of c£60,000 to £70,000 Competitive commission Initial flexible funding may be available Full compliance support Support from an established mortgage and protection business Opportunity to focus purely on protection advice Option to move into mortgage advice in the future Requirements Experience as a protection adviser R05 or CeMAP 1 qualification required Strong understanding of protection products and client needs Comfortable working on a self-employed basis Confident managing warm leads and converting opportunities Able to work remotely and manage your own diary Based within 2.5 hours of Reading Applying If this role sounds of interest, then click the apply button now, and we will be in touch as soon as possible. After that, there will be a straightforward interview process.

Paraplanner Liverpool city centre Hybrid working (2 days in office) Up to £45,000 This opportunity would suit an experienced, Level 4 qualified Paraplanner who wants to be involved in genuine paraplanning work, not just report writing. If you enjoy technical research, cashflow planning, analysis, and working closely with advisers to help shape recommendations, this role offers the chance to be part of a well established advisory firm where paraplanners are valued for more than simply processing work. The business is looking for a dedicated individual to join their Liverpool team. Alongside a salary of up to £45,000 , they offer valuable share options, strong long term progression, and a working environment where paraplanners can broaden their experience across different advisers and cases The Business This is a directly authorised, independent financial advisory firm that has been established for over 10 years, with office hubs across the UK. Founded by a highly successful figure within the industry, the business has continued to grow and is well regarded for its commitment to client service, staff development, and building a strong long term team. They invest heavily in their people and have created an environment where individuals can develop their knowledge, progress in their careers, and play a meaningful role in client outcomes. The Role Working as a Paraplanner within this business, you will support advisers across a wide range of advice cases, helping to deliver high quality client outcomes. This is not a role where you simply take instructions and produce reports. Paraplanners here are genuinely involved in the advice process. You will work collaboratively with advisers to carry out technical research, analyse solutions, prepare cashflow plans, and contribute towards the recommendations being made. The paraplanning function operates on a pooled basis, which means you will gain exposure to different advisers, a variety of case types, and a more balanced workflow. For those who are interested in becoming a Financial Adviser in the future, this is also a business where that route can be possible. A number of paraplanners have successfully progressed into adviser positions over time. The Benefits Salary of up to £45,000 depending on experience 25 days holiday plus bank holidays, plus your birthday off Hybrid working with 2 days in the office and the remainder from home Annual discretionary bonus of up to 10% Valuable share options for employees Flexible working hours, for example 9am to 5:30pm or 8am to 4:30pm Life assurance Income protection Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.

Mortgage Advisor Self-Employed London (Remote) This is an opportunity for an experienced self-employed mortgage adviser who wants to operate in the HNW and UHNW client space. The role sits within a mortgage brokerage that works with high value clients through established professional introducer relationships, including accountants, tax advisers, law firms and asset management firms. This is not a typical high volume mortgage advice role. A lot of the cases are more complex, advice led and centred around clients with higher value borrowing requirements. Because of the nature of the clients the business works with, the advice is often about far more than simply putting a case through a sourcing system and finding the cheapest product. The Business The company is a smaller-sized mortgage brokerage that works with HNW and UHNW clients. The directors set up the firm after successful careers in senior industry positions and have built strong relationships with professional introducers over many years. The business deals with personal mortgages, private banking cases and some development finance opportunities. While they can work with high street lenders, much of the value comes from their experience in the private banking world and their ability to support more complex client situations. A key strength of the business is the quality of its introducer relationships. These include accountants, tax advisers, law firms and asset management firms, which creates access to high value clients and more advice-led mortgage work. The Role As a self-employed mortgage adviser, you will work with clients who often have larger and more complex borrowing needs. Typical cases can involve higher value mortgages, more detailed client circumstances and a more consultative advice process. This is likely to suit someone who enjoys dealing with more complex client situations, wants more autonomy and would like access to higher value work. The business has administration support in place and can provide access to company introduced opportunities. However, the main attraction of this role is not endless lead volume. It is the quality of the clients, the value of the cases and the ability to build long-term professional introducer relationships. You will be able to service your own existing clients, develop new introducer relationships and also work with opportunities provided through the business. Earnings and Fee Structure The business charges a 1.1% client fee on all deals. When this is combined with the size of the loans they work with, the earning potential can be significant. The commission structure is: 70% in your favour on your own introduced business 50% on company provided business There are advisers within the business earning in excess of £500,000. This is not guaranteed and will depend on the individual, their performance, their client relationships and the level of business written. However, it does show the level of opportunity available because of the type and value of clients the firm works with. Benefits 70% commission on self-generated business 50% commission on company provided business Access to HNW and UHNW clients Established professional introducer relationships Relationships with accountants, tax advisers, law firms and asset management firms 1.1% client fee charged on all deals High value and more complex mortgage cases Full administration support Support from experienced directors Opportunity to develop your own introducer relationships Autonomy within a specialist self-employed mortgage advice role Who This Would Suit This role is likely to suit an experienced mortgage adviser who wants to move away from a purely volume-based advice role and focus on higher value clients. It may suit someone who: Is already self-employed or wants to move into a self-employed role Has experience advising clients with more complex mortgage needs Enjoys relationship-led advice rather than transactional mortgage work Wants access to HNW and UHNW clients Would value professional introducer relationships Wants strong earning potential linked to higher value cases Likes the idea of more autonomy, while still having support around them This is a strong opportunity for a mortgage adviser who wants to operate in a more advice-led, higher value part of the market. Synonyms: mortgage broker, mortgage adviser, mortgage consultant, self-employed mortgage broker, HNW mortgage broker Apply Apply now and we can help you with the rest.

Mortgage Advisor - Oxford (Headington) Hybrid working Salary up to £35k, expected OTE £65k If you are an experienced mortgage advisor who has a track record of writing strong business levels, this role could be for you. The firm are looking to provide experienced advisors with full (warm) lead support and full admin support, with the idea being to let you focus on purely writing business. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. With them being a whole of market business, you can provide your clients with a wide range of solutions to match their specific needs. Due to business levels and the amount of leads they're seeing coming in, they are looking to grow and work with more experienced advisors and as soon as possible. With the fantastic model they have established over the years, some of the biggest business writers in mortgages/protection work here. The Role Working as a mortgage broker in this business will you working a hybrid model in one of the business's estate agency partner offices. You'll be provided all the leads you could need, from a range of sources. The primary source being from the firm's estate agency relationships where you'll be working warm leads and be provided full administration support, so you can focus on purely writing business. The firm are open to those wanting to do just mortgages or doing protection as well, it's up to you. You will be working out of the office between 2-3 days per week and may require some travel to cover other close by offices where required. Benefits A salary up to £35k Up to a £4k validation, then 10-15% commission on all business written, no cap All the business you could possibly need is provided by the firm Quick, warm and convertible leads booked straight into your diary Full administration support Full compliance support Hybrid working, 3 days a week in the office Any training requirements you need Holidays Pension scheme Requirements Estate agency experience a benefit but not required CeMap or equivalent Applying If this role sounds of interest, then please click the apply button now and we will be in touch asap. After that, there will be a fairly straight forward three stage interview process. Synonyms: mortgage broker, mortgage consultant

Paraplanner Hybrid Working Northallerton Up to £40k This role is best suited to those who have 1+ year of paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Salary up to £40k. The Business The business is a fast growing, well established Financial Services practice with offices all across the UK. They are growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Northallerton office. The Role As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40k Hybrid working Death in Service (4 x annual salary) Private Medical Insurance Group Income Protection Healthcare cash back plan Pension above statutory Discretionary bonus based on company performance. 28 days annual leave rising to 30 days after 2 years' service. Apply If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.