Financial Services Support Specialist

5 days ago


Northallerton, North Yorkshire, United Kingdom Finlink Ltd Full time

Financial Services Support Specialist

**About the Role**

We are seeking a skilled Paraplanning Professional to join our team at Finlink Ltd. As a key member of our support team, you will play a vital role in helping our advisors deliver exceptional client service.

**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

**What We Offer**

* Salary up to £40,000 depending on experience
* Hybrid working arrangement
* Comprehensive benefits package, including Death in Service, Private Medical Insurance, and Employee Assistance Programme

**About Finlink Ltd**

Finlink Ltd is a fast-growing and well-established Financial Services practice with offices across the UK. We are committed to providing our clients with exceptional service and support, and we are seeking like-minded individuals to join our team.

**Why Join Us?**

* Opportunity to work with a dynamic and growing company
* Collaborative and supportive team environment
* Professional development and growth opportunities

**How to Apply**

If you are a motivated and experienced Paraplanning Professional looking for a new challenge, please submit your application.



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