Finlink Ltd

Client Proposition Supervisor Cardiff Hybrid Competitive Salary 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 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 Adviser Rochester £29,000 basic salary + guaranteed income for an initial period Realistic OTE of £65,000+ This opportunity would suit an experienced Mortgage Adviser who wants to join a business with strong lead flow, full administrative support, and the backing of an established brand. If you enjoy advising clients, building relationships with introducers, and converting quality opportunities into completed business, this role offers the chance to be part of a well known and growing business where earning potential is strong and support is in place to help you perform. The business is looking to add an experienced adviser to its Rochester team. Alongside a basic salary of £29,000, they offer guaranteed income for an initial period, realistic earnings of £65,000+, uncapped commission, and either a company car or £2,500 car allowance. The Business This is a well established business operating within the property and financial services space, with a strong presence in its market and a consistent flow of customer opportunities. They have built a model that allows advisers to focus on advising and writing business, rather than being tied up in administration. With warm leads, administrative support, and a structure designed to help advisers succeed, the business provides a strong platform for someone who wants to earn well and continue progressing in their career. They are also known for offering a broad benefits package, structured career development, and a working environment that rewards results. The Role Working as a Mortgage Adviser within this business, you will provide advice to customers on mortgage solutions and support them through an important financial decision. You will work with warm leads and existing opportunities, while also building strong relationships with introducers and generating additional business through referrals and proactive contact. There will also be an opportunity to discuss and arrange suitable protection solutions as part of the wider advice process. This is a role where strong relationship building, commercial awareness, and an ability to convert opportunities will all be important. You will also be expected to work in line with FCA and compliance requirements throughout. The Benefits Basic salary of £29,000 Guaranteed income for an initial period Realistic OTE of £65,000+ with uncapped commission Company car or £2,500 car allowance 33 days holiday including bank holidays, plus an extra day off for your birthday Holiday commission Profit share scheme Pension Life insurance Structured career path Employee rewards and incentives Employee assistance support Paid entry fees for charity events Full administrative support Warm lead source 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.

IFA Administrator Liverpool / Southport Up to £32,000 This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step. The Business This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally. The Role Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service. Your responsibilities will include: Processing new business across pensions, investments, ISAs, bonds, and protection products Preparing client review packs, valuations, and supporting documentation Obtaining policy information and illustrations from providers and platforms Submitting and managing letters of authority Maintaining accurate client records and updating back-office systems Liaising with clients, providers, and advisers regarding queries and outstanding requirements Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers and paraplanners to deliver an outstanding client experience About You To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have: Experience in an IFA Administration role Experience dealing with pensions, investments, ISAs, protection, and related products Strong understanding of new business processing and ongoing client servicing Experience using provider platforms and back-office systems Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach A proactive attitude and the ability to work effectively within a team environment Benefits 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment. Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

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.