Investment Support Specialist
1 month ago
Financial Planning Associate, Northallerton
Hybrid
Up to £45,000
This position is ideal for individuals with prior experience in financial planning support, preferably holding a level 4 qualification. At Finlink Ltd, you will be part of a collaborative team, enjoying the benefits of hybrid working, comprehensive perks, and ample opportunities for career advancement due to our ongoing growth.
About Finlink Ltd
Finlink Ltd is a dynamic and reputable Financial Services firm with a presence across the UK. Our expansion is driven by both organic growth and strategic acquisitions, necessitating an increase in our support team. This role is based in our Northallerton office.
Your Role
As a Financial Planning Associate, you will work closely with our advisors and administrative staff to conduct essential research and produce suitability reports. Your responsibilities will include preparing documentation for pre-approval, performing relevant financial calculations, and ensuring effective communication both internally and externally. You will also be responsible for issuing instructions to the Client Administration Team with confidence.
Employee Benefits
- Competitive salary up to £45k based on experience
- Flexible hybrid working arrangements
- Death in Service benefit (4 times annual salary)
- Private Medical Insurance through Vitality
- Group Income Protection
- Employee Assistance Programme
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