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.

Mortgage Administrator Remote (Quarterly Bath Office Meeting) Competitive Salary + Uncapped Commission This opportunity would suit Mortgage Administrator who enjoys managing cases from start to finish and working independently within a structured, professional environment. If you already have at least one year's mortgage administration experience, understand lender processes, and are confident uploading documentation to lender portals, this role offers flexibility, autonomy and the chance to earn additional commission. The Business This firm has built a strong reputation for service, professionalism and consistency. With a growing client base and strong internal processes, the focus is on delivering a smooth, compliant mortgage journey supported by close collaboration between advisers and administrators. The culture is hardworking, organised and team-oriented. Everyone is expected to take ownership of their cases and contribute to a clean, efficient pipeline. The Role This is a fully remote Mortgage Administrator position, with quarterly attendance required at the Bath office for team meetings. You will manage mortgage and protection cases from submission through to completion, acting as the key point of contact between clients, lenders, solicitors and advisers. Strong organisational skills and attention to detail are essential, as you will be responsible for maintaining compliant, well-documented files and ensuring cases progress efficiently. Your typical responsibilities will include: Engaging with clients and guiding them through the mortgage process Obtaining and reviewing documentation for lender submission Uploading documentation to lender portals accurately and promptly Liaising with lenders, BDMs and solicitors to proactively resolve issues Maintaining a clean, reflective and organised company pipeline Supporting protection administration where required Identifying opportunities to introduce additional services such as will and wealth referrals This role would suit someone with strong time management skills, a professional phone manner and the ability to work under pressure while managing multiple cases. You should be comfortable working independently from home. Midas Pro experience is desirable but not essential. The Benefits Competitive basic salary Remote working Uncapped commission from will and wealth referrals Monday to Friday, 9am-5pm Quarterly team meetings in Bath Closed over the Christmas period Pension scheme Holiday days How to Apply Applying is straightforward. Submit your CV and we will be in touch to arrange an initial conversation. The interview process will include an initial discussion followed by a meeting with the business. If you are an experienced Mortgage Administrator looking for flexibility, autonomy and the opportunity to earn additional commission within a supportive and professional environment, we would welcome your application. Synonyms Mortgage Processor, Case Manager, Administration. Protection Administrator, Support, Service, Associate

Experienced Financial Adviser Central London, hybrid working Up to £90,000 + 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 financial advisor to join them in a period of growth. If you enjoy building long-term relationships and are confident in bringing on new clients, this could be the right opportunity for you. You will be joining a well-established and supportive firm that offers a competitive salary, 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 existing client base, they are now looking to grow their team by hiring an adviser who can help deepen relationships and bring new individuals and families into the firm. The Role You will be responsible for looking after an existing portfolio of private clients, providing holistic financial advice across pensions, investments, and protection. At the same time, you will play a key role in developing new client relationships, with the support of the firm's excellent reputation, marketing resources, and experienced team. This is an opportunity to deliver truly independent advice and build long-term trusted relationships with individuals and families. The Benefits Salary up to £90k - 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 Requirements Experience as a financial advisor for at least three years Ideally chartered through the CII, or partway through the exams 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