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Financial Services Support Specialist
2 months ago
This is an exciting opportunity to join Finlink Ltd as a Paraplanner, working closely with our advisors and administrators to deliver high-quality support to our clients.
Key Responsibilities- Undertake research and prepare suitability reports in collaboration with our advisors and administrators.
- Prepare pre-approval documentation and conduct financial calculations.
- Communicate effectively with internal and external stakeholders.
- Issue instructions to the Client Admin Team.
- Hybrid working arrangement, allowing for a great work-life balance.
- 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 scheme with a minimum contribution of 5% (company will match up to 10%).
- Discretionary 10% annual bonus based on company performance.
- Competitive holiday entitlement (28 days + 8 bank holidays, with an additional day per year of service, up to a maximum of 30 days).
Finlink Ltd is a fast-growing and well-established Financial Services practice with offices across the UK. We offer a supportive team environment, opportunities for growth and development, and a range of benefits to support your well-being.