Financial Services Coordinator

4 weeks ago


Northallerton, North Yorkshire, United Kingdom Finlink Ltd Full time
Paraplanner Job Opportunity

We are seeking a skilled Paraplanner to join our team at Finlink Ltd, a fast-growing and well-established Financial Services practice with offices across the UK.

About the Role

As a Paraplanner, you will be working closely with our advisors and administrators to undertake research and deliver suitability reports. Your responsibilities will include preparing pre-approval documentation, conducting financial calculations, and communicating effectively with internal and external stakeholders.

Key Responsibilities
  • Collaborate with advisors and administrators to deliver high-quality suitability reports
  • Prepare pre-approval documentation and conduct financial calculations
  • Communicate effectively with internal and external stakeholders
  • Issue instructions to the Client Admin Team
Benefits
  • 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
What We Offer

At Finlink Ltd, we offer a supportive and dynamic work environment, with opportunities for growth and development. If you are a motivated and experienced Paraplanner looking for a new challenge, we encourage you to apply for this exciting opportunity.



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