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Financial Services Support Specialist
2 months ago
Job Summary
We are seeking a skilled Paraplanner to join our team at Finlink Ltd, a fast-growing and well-established Financial Services practice. As a Paraplanner, you will play a crucial role in supporting our advisors and administrators in delivering high-quality financial services to our clients.
Key Responsibilities
- Collaborate closely with our advisors and administrators to undertake research and deliver suitability reports.
- Prepare pre-approval documentation and conduct relevant financial calculations.
- Communicate effectively with internal and external stakeholders.
- Issue instructions to the Client Admin Team.
Benefits
- Competitive salary up to £40,000 depending on experience.
- Hybrid working arrangement.
- Death in Service benefit (4 x annual salary).
- Private Medical Insurance provided by Vitality.
- Group Income Protection.
- Employee Assistance Programme.
- Medicash (healthcare cash back plan).
- Pension with a minimum contribution of 5% (company will match up to 10%).
- Discretionary 10% annual bonus based on company performance.
- 28 days + 8 bank holidays, with entitlement increasing by 1 day per calendar year of service, up to a maximum of 30 days.
About Us
Finlink Ltd is a dynamic and growing Financial Services practice with a strong reputation for delivering exceptional client service. We are committed to providing a supportive and collaborative work environment that allows our employees to thrive and grow in their careers.
