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Financial Services Support Specialist

2 months ago


Reading, Reading, United Kingdom Finlink Ltd Full time
About the Role

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.
What We Offer
  • 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).
Why Join Us?

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.