Finlink Ltd

Paraplanner Surrey - Thames Ditton Up to £50k Progression potential This role is well suited to a candidate with 6 Months + experience within a Paraplanner role who is looking to take a clear step forwards by supporting a senior Advisor within a professional and well-structured advice firm. You will be joining a business where accuracy, compliance, and client outcomes are genuinely valued. The role offers hands-on exposure to paraplanning activity including technical suitability report writing and research alongside structured support, making it a strong opportunity for someone looking to develop their capabilities and progress within financial planning over time. While the Level 4 Diploma is desirable, it is not essential. This role offers exposure to client meetings with the Adviser and a defined pathway for progression into an Adviser role for the right individual. The Business The business is a well-established, directly authorised financial planning firm providing regulated advice to a loyal and long-standing client base. It operates with clear processes, modern systems, and a collaborative team culture. The firm places strong emphasis on professionalism, regulatory standards, and long-term client relationships. Support staff are viewed as a core part of the advice process rather than a back-office function, and quality of work is prioritised over volume. The Role Working closely with advisers and the wider paraplanning team, you will provide paraplanning and technical support across pensions, investments, and ongoing client servicing. You will be paired with the firms senior Advisor, completing all Report writing and research from basis cases to the most technical. Additionally, you may be tasked to support the administration team on occasion when required. You will assist with the preparation of portfolio valuations, performance reports, and investment proposals. This will include carrying out research, running reports on FE Analytics, building suitability reports, and preparing documentation ahead of client review meetings. Alongside paraplanning support, you will contribute to compliance and operational standards by ensuring all work is completed in line with regulatory requirements and internal policies The Benefits Salary up to £50k Quarterly bonus scheme based on company performance Pension 22 Holiday days + Christmas close Exam support Full-time, permanent position 37.5 hours per week Supportive and knowledgeable team environment Exposure to paraplanning and technical development Structured systems and clear processes Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.

Paraplanner Bracknell Hybrid - 2 days in the office Up to £45,000 + bonus This is a strong opportunity for an experienced Paraplanner who wants to be involved in the technical substance of financial planning rather than simply receiving instructions and producing reports. You will have the opportunity to carry out research and analysis, build cashflow plans and work collaboratively with advisers on recommendations, while joining an established paraplanning function with exposure to a varied range of clients and cases. The Business You will be joining an established, directly authorized independent financial planning business providing advice to private clients. The firm has a developed support structure around its advisers, including dedicated paraplanning, administration and investment expertise. It has also invested in its own technology and back-office systems, with the aim of allowing its people to spend more time on valuable financial planning work. The business places a clear emphasis on developing its people, with structured opportunities for those who want to progress their careers. Employees also participate in the longer-term success of the business through a share option scheme. The Role As a Paraplanner, you will work closely with Financial Advisers to help develop appropriate recommendations for their clients. Rather than being restricted to report writing, your work will include: Carrying out technical and product research Analyzing clients' existing arrangements and potential solutions Preparing cashflow plans and forecasts Producing suitability reports and supporting documentation Working with advisers to help shape financial planning recommendations Supporting cases across a variety of clients and financial planning needs The paraplanning function operates on a pooled basis, giving you exposure to different advisers and a broader variety of work rather than being tied exclusively to one individual. For somebody who ultimately wants to become a Financial Adviser, there is also a potential progression route. Paraplanners within the business have previously moved into adviser positions. What they are looking for You should be an experienced Paraplanner who is comfortable taking genuine technical responsibility for your work. You will need: Previous paraplanning experience within financial planning Level 4 financial planning qualifications Strong technical research and analytical skills Experience producing suitability reports The ability to work collaboratively with advisers on client recommendations Good written communication and attention to detail Experience of cashflow planning and an interest in the wider financial planning process will be particularly relevant to the role. Benefits Salary up to £45,000 depending on experience Annual discretionary bonus of up to 10% Employee share options 25 days' holiday plus bank holidays Your birthday off Hybrid working - 2 days per week in the office Flexible start and finish times, including 9am-5:30pm or 8am-4:30pm Life assurance Income protection Longer-term career development opportunities Applying If you are an experienced Paraplanner looking for a role where you can contribute more broadly to the advice process, apply today. Finlink will be in touch for a confidential conversation about the opportunity and, if it looks like the right fit, will support you throughout the interview process.

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 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 - Brighton Hybrid working Self-employed - 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, you will be working a hybrid model in one of the business's estate agency partner offices. You'll be provided with all the leads you could need, from a range of sources. The primary source is 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 is open to those wanting to do just mortgages or 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 competitive commission structure 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 Requirements Estate agency experience is 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 straightforward three-stage interview process. Synonyms: mortgage broker, mortgage consultant

Full Time, Up to £32,000 Arundel Hybrid working (3 days in office) This opportunity would suit an experienced Financial Services Administrator or Client Administrator who enjoys being a key part of the advice process and wants to work in a modern, growing financial planning business. If you enjoy keeping things organised, supporting advisers and paraplanners, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity. This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers. The Role Working as a Client Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service. This is a broad and hands on role. Responsibilities will include taking ownership of the new business application process, processing new business within agreed service levels, working with providers and other third parties, handling letters of authority and transfer authorities, issuing documentation, maintaining accurate records on internal systems, assisting with pipeline updates and helping ensure planners are fully prepared for client meetings. You will also deal with telephone queries, support the management of incoming and outgoing post when required, help resolve outstanding issues, and look for ways to improve processes and client outcomes. Previous experience within financial services and in a client focused administration role will be important, along with strong organisational skills, good communication and the ability to manage multiple tasks effectively. Experience with industry systems or back office systems would be helpful, although training can be provided where needed. The Benefits Competitive salary depending on experience Hybrid working with 3 days in the office Private Medical Insurance Medicash Health Cash Plan Pension plan with 5% employer contribution and minimum 3% employee contribution Group Income Protection at 75% of base salary Group Life Assurance at 4x base salary 28 days holiday, rising to 30 days after 2 years of service 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.

Full Time Glasgow Hybrid working (3 days in office) Competitive salary This opportunity would suit an experienced Financial Services Administrator or Client Administrator who enjoys being a key part of the advice process and wants to work in a modern, growing financial planning business. If you enjoy keeping things organised, supporting advisers and paraplanners, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity. This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers. The Role Working as a Client Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service. This is a broad and hands on role. Responsibilities will include taking ownership of the new business application process, processing new business within agreed service levels, working with providers and other third parties, handling letters of authority and transfer authorities, issuing documentation, maintaining accurate records on internal systems, assisting with pipeline updates and helping ensure planners are fully prepared for client meetings. You will also deal with telephone queries, support the management of incoming and outgoing post when required, help resolve outstanding issues, and look for ways to improve processes and client outcomes. Previous experience within financial services and in a client focused administration role will be important, along with strong organisational skills, good communication and the ability to manage multiple tasks effectively. Experience with industry systems or back office systems would be helpful, although training can be provided where needed. The Benefits Competitive salary depending on experience Hybrid working with 3 days in the office Private Medical Insurance Medicash Health Cash Plan Pension plan with 5% employer contribution and minimum 3% employee contribution Group Income Protection at 75% of base salary Group Life Assurance at 4x base salary 28 days holiday, rising to 30 days after 2 years of service 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.

Full Time £26,000-£32,000 Newcastle Onsite This opportunity would suit someone with previous financial services experience and a strong customer service or administration background who enjoys speaking with clients and handling enquiries. You do not necessarily need previous experience within financial advice. Experience gained elsewhere in financial services, including banking, could work well. What is particularly important is that you are confident on the phone, communicate well and are comfortable dealing directly with customers or clients. If you enjoy keeping things organised, speaking with clients, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity. This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers. The Role Working as a Client Engagement Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service. This is a broad and hands on role with plenty of communication with clients, providers and other third parties, so it would particularly suit someone who enjoys speaking with people rather than working solely in a back-office capacity. Responsibilities will include taking ownership of the new business application process, processing new business within agreed service levels, working with providers and other third parties, handling letters of authority and transfer authorities, issuing documentation, maintaining accurate records on internal systems, assisting with pipeline updates and helping ensure planners are fully prepared for client meetings. You will also deal with telephone queries, support the management of incoming and outgoing post when required, help resolve outstanding issues, and look for ways to improve processes and client outcomes. Previous financial services experience is important, but this does not have to come from a financial advice business. Experience within banking or another financial-services environment could be a good fit, particularly if you are accustomed to dealing with customers, processes and providers. You will need to be genuinely confident on the phone and comfortable speaking with clients and handling enquiries. A strong customer service or administration background, good organisational skills and clear communication will be important, alongside the ability to manage multiple tasks effectively. Experience with industry systems or back office systems would be helpful, although training can be provided where needed. The Benefits Salary of £26,000-£32,000 depending on experience Private Medical Insurance Medicash Health Cash Plan Pension plan with 5% employer contribution and minimum 3% employee contribution Group Income Protection at 75% of base salary Group Life Assurance at 4x base salary 28 days holiday, rising to 30 days after 2 years of service 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.

Full Time £26,000-£32,000 Glasgow Onsite This opportunity would suit someone with previous financial services experience and a strong customer service or administration background who enjoys speaking with clients and handling enquiries. You do not necessarily need previous experience within financial advice. Experience gained elsewhere in financial services, including banking, could work well. What is particularly important is that you are confident on the phone, communicate well and are comfortable dealing directly with customers or clients. If you enjoy keeping things organised, speaking with clients, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity. This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers. The Role Working as a Client Engagement Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service. This is a broad and hands on role with plenty of communication with clients, providers and other third parties, so it would particularly suit someone who enjoys speaking with people rather than working solely in a back-office capacity. Responsibilities will include taking ownership of the new business application process, processing new business within agreed service levels, working with providers and other third parties, handling letters of authority and transfer authorities, issuing documentation, maintaining accurate records on internal systems, assisting with pipeline updates and helping ensure planners are fully prepared for client meetings. You will also deal with telephone queries, support the management of incoming and outgoing post when required, help resolve outstanding issues, and look for ways to improve processes and client outcomes. Previous financial services experience is important, but this does not have to come from a financial advice business. Experience within banking or another financial-services environment could be a good fit, particularly if you are accustomed to dealing with customers, processes and providers. You will need to be genuinely confident on the phone and comfortable speaking with clients and handling enquiries. A strong customer service or administration background, good organisational skills and clear communication will be important, alongside the ability to manage multiple tasks effectively. Experience with industry systems or back office systems would be helpful, although training can be provided where needed. The Benefits Salary of £26,000-£32,000 depending on experience Private Medical Insurance Medicash Health Cash Plan Pension plan with 5% employer contribution and minimum 3% employee contribution Group Income Protection at 75% of base salary Group Life Assurance at 4x base salary 28 days holiday, rising to 30 days after 2 years of service 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.

Full Time £26,000-£32,000 Northallerton Onsite This opportunity would suit someone with previous financial services experience and a strong customer service or administration background who enjoys speaking with clients and handling enquiries. You do not necessarily need previous experience within financial advice. Experience gained elsewhere in financial services, including banking, could work well. What is particularly important is that you are confident on the phone, communicate well and are comfortable dealing directly with customers or clients. If you enjoy keeping things organised, speaking with clients, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity. This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers. The Role Working as a Client Engagement Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service. This is a broad and hands on role with plenty of communication with clients, providers and other third parties, so it would particularly suit someone who enjoys speaking with people rather than working solely in a back-office capacity. Responsibilities will include taking ownership of the new business application process, processing new business within agreed service levels, working with providers and other third parties, handling letters of authority and transfer authorities, issuing documentation, maintaining accurate records on internal systems, assisting with pipeline updates and helping ensure planners are fully prepared for client meetings. You will also deal with telephone queries, support the management of incoming and outgoing post when required, help resolve outstanding issues, and look for ways to improve processes and client outcomes. Previous financial services experience is important, but this does not have to come from a financial advice business. Experience within banking or another financial-services environment could be a good fit, particularly if you are accustomed to dealing with customers, processes and providers. You will need to be genuinely confident on the phone and comfortable speaking with clients and handling enquiries. A strong customer service or administration background, good organisational skills and clear communication will be important, alongside the ability to manage multiple tasks effectively. Experience with industry systems or back office systems would be helpful, although training can be provided where needed. The Benefits Salary of £26,000-£32,000 depending on experience Private Medical Insurance Medicash Health Cash Plan Pension plan with 5% employer contribution and minimum 3% employee contribution Group Income Protection at 75% of base salary Group Life Assurance at 4x base salary 28 days holiday, rising to 30 days after 2 years of service 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.

Compliance Support Supervisor Cardiff Hybrid Salary £45,000 This opportunity is ideal for an experienced financial services compliance professional who enjoys working closely with firms to help them structure, explain and maintain their client propositions in a compliant and commercially practical way. The role would suit someone with a strong understanding of financial advice compliance, Consumer Duty and client facing communications, who can balance regulatory expectations with what works in practice for advisory firms. The Business We're working with a well established and growing financial services group that supports a network of financial advisers, mortgage brokers and support professionals across the UK. The business has built a strong reputation for delivering high quality support, modern systems and a collaborative environment where individuals are encouraged to develop and progress. With continued growth, the business is now looking to appoint a Client Proposition Supervisor to support firms with the development, maintenance and communication of their advice propositions. The Role Working as part of the compliance support function, you will play an important role in helping firms structure and clearly communicate their advice offering, charging models and client propositions. A key part of the role will involve providing practical guidance to firms on advice propositions, adviser charging structures, governance and client suitability considerations. You will help firms ensure their proposition is clear, compliant and commercially workable. You will also review how firms present their services, fees and propositions to clients, including through websites, client facing documents and marketing materials. The role will involve acting as a point of contact for proposition related questions from existing members, as well as supporting early stage firm engagement and onboarding conversations where proposition guidance is required. This is a role that would suit someone who is technically strong, commercially aware and confident communicating with financial advice firms in a practical and constructive way. Benefits Competitive salary Death in service cover Income protection Private medical cover and dental cover Online GP service and Employee Assistance Programme Employer pension scheme Hybrid working, 3 days in the office and 2 days at home Training and development provided Desired Experience Strong understanding of financial advice compliance and regulatory expectations Good understanding of Consumer Duty requirements Experience supporting or reviewing advice propositions, charging structures or client facing communications Ability to balance regulatory requirements with practical commercial outcomes Strong written communication skills Comfortable reviewing websites, marketing materials and client communications Organised and able to manage multiple firm queries at the same time Experience within an IFA network, compliance consultancy or financial planning environment would be beneficial Good understanding of financial services marketing compliance would also be beneficial Applying If this role sounds of interest, please apply below and we will be in touch as soon as possible to discuss further. Synonyms Compliance consultant, compliance officer, compliance supervisor, client proposition consultant, proposition supervisor, financial planning compliance, IFA compliance, network compliance, financial services compliance

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

Full Time, Up to £32,000 Borehamwood Hybrid working (3 days in office) This opportunity would suit an experienced Financial Services Administrator or Client Administrator who enjoys being a key part of the advice process and wants to work in a modern, growing financial planning business. If you enjoy keeping things organised, supporting advisers and paraplanners, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity. This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers. The Role Working as a Client Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service. This is a broad and hands on role. Responsibilities will include taking ownership of the new business application process, processing new business within agreed service levels, working with providers and other third parties, handling letters of authority and transfer authorities, issuing documentation, maintaining accurate records on internal systems, assisting with pipeline updates and helping ensure planners are fully prepared for client meetings. You will also deal with telephone queries, support the management of incoming and outgoing post when required, help resolve outstanding issues, and look for ways to improve processes and client outcomes. Previous experience within financial services and in a client focused administration role will be important, along with strong organisational skills, good communication and the ability to manage multiple tasks effectively. Experience with industry systems or back office systems would be helpful, although training can be provided where needed. The Benefits Competitive salary depending on experience Hybrid working with 3 days in the office Private Medical Insurance Medicash Health Cash Plan Pension plan with 5% employer contribution and minimum 3% employee contribution Group Income Protection at 75% of base salary Group Life Assurance at 4x base salary 28 days holiday, rising to 30 days after 2 years of service 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.

Mortgage Advisor Within approximately 2.5 hours of Reading Self-employed Expected OTE £65,000 If you are an experienced Mortgage Advisor with a track record of writing strong business levels, this role offers the opportunity to work remotely with a strong supply of warm leads and full administration support. The model is designed to allow you to spend your time speaking with clients and writing business, rather than having to generate your own opportunities or manage the administration behind each case. The Business This is an established mortgage and protection business that has been operating for over 10 years, with more than forty advisors nationwide. As a whole-of-market business, its advisors can provide clients with a wide range of mortgage solutions based on their individual circumstances. The business has established relationships that generate a strong flow of warm client opportunities and is looking to work with additional experienced advisors to support current business levels. The Role Working as a self-employed Mortgage Advisor, you will operate remotely and receive warm leads from a range of sources, including the firm's estate agency relationships. Leads are provided alongside full administration and compliance support, allowing you to concentrate primarily on speaking with clients, providing advice and writing business. You can focus on mortgages or protection depending on your preferred way of working. Although this is a remote position, you must be located within approximately 2.5 hours of Reading so that you can attend occasional training sessions and meetings when required. What they are looking for CeMAP or an equivalent qualification Experience working as a Mortgage Advisor A track record of writing strong levels of business Estate agency experience would be beneficial but is not essential Based within approximately 2.5 hours' travelling distance of Reading Benefits Expected OTE of approximately £65,000 Competitive commission structure Strong supply of warm leads Leads booked directly into your diary Full administration support Full compliance support Remote working Training support where required Applying If this sounds like the right opportunity for you, apply today or contact Finlink for a confidential conversation about the role. Synonyms: Mortgage Broker, Mortgage Consultant

Paraplanner Cheltenham Onsite Up to £40,000 Progression into Financial Advice If you are an experienced Paraplanner who enjoys getting into the technical detail of complex financial planning cases, this role offers the opportunity to work with high-net-worth clients, be closely involved throughout the advice process and develop towards a future role in financial advice. You will join an established independent financial planning practice where you can work closely with advisers, administrators and fellow paraplanners, with exposure to a broad range of planning areas rather than being limited to straightforward report writing. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high-quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long-term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. For someone who ultimately wants to move from paraplanning into financial advice, the role also offers a progression route towards becoming an adviser. The Role Working as a Paraplanner, you will support Financial Planners in delivering high-quality, compliant financial advice and first-class outcomes for clients. This is a broad and hands-on role. Responsibilities will include conducting detailed research, analysing clients' existing arrangements, preparing cash-flow forecasts and producing clear and comprehensive suitability reports. You will assess a range of pensions, investments, protection and tax-planning solutions, liaise with providers and other third parties, maintain accurate records on internal systems and help ensure planners are fully prepared for client meetings. You will also respond to technical queries, help progress cases through the advice process, resolve outstanding issues and identify opportunities to improve internal processes and client outcomes. Previous paraplanning experience within financial planning or wealth management will be important, along with strong technical knowledge, excellent attention to detail and the ability to manage multiple cases effectively. Experience using industry platforms, back-office systems and cash-flow modelling software would be beneficial, and progress towards-or completion of-a Level 4 financial planning qualification would be preferred. The Benefits Salary up to £40,000, depending on experience Progression opportunity into financial advice Private Medical Insurance Medicash Health Cash Plan Pension plan with 5% employer contribution and minimum 3% employee contribution Group Income Protection at 75% of base salary Group Life Assurance at 4x base salary 28 days holiday, rising to 30 days after 2 years of service 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.

Full Time, £37,000-£39,000 Westerham Hybrid working - around 1 day a week in the office, with considerable flexibility This opportunity would suit an experienced Financial Services Administrator or Client Administrator who enjoys being a key part of the advice process and wants to work in a modern, growing financial planning business. If you enjoy keeping things organised, supporting advisers and paraplanners, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity. You will also be joining an exceptionally stable team, with very low staff turnover over many years. This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long-term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. The team is particularly stable, with people tending to stay with the business for the long term. Because of this, the business places real importance on finding somebody who will fit well with the existing team and wants to build a lasting career there. This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers. The Role Working as a Client Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service. This is a broad and hands-on role. Responsibilities will include taking ownership of the new business application process, processing new business within agreed service levels, working with providers and other third parties, handling letters of authority and transfer authorities, issuing documentation, maintaining accurate records on internal systems, assisting with pipeline updates and helping ensure planners are fully prepared for client meetings. You will also deal with telephone queries, support the management of incoming and outgoing post when required, help resolve outstanding issues, and look for ways to improve processes and client outcomes. The business uses Curo, so previous experience with the system would be useful. Previous experience within financial services and in a client-focused administration role will be important, along with strong organisational skills, good communication and the ability to manage multiple tasks effectively. Alongside experience, the business will pay particular attention to personality and team fit. They are looking for someone dependable, collaborative and genuinely interested in finding a role where they can settle and develop over the longer term. The Benefits £37,000-£39,000 salary Hybrid working, typically around 1 day a week in the office, with considerable flexibility around this Private Medical Insurance Medicash Health Cash Plan Pension plan with 5% employer contribution and minimum 3% employee contribution Group Income Protection at 75% of base salary Group Life Assurance at 4x base salary 28 days holiday, rising to 30 days after 2 years of service 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.

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

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.