Process Specialist, Financial Plan FI

Job ID: 3715

We are looking a detail-oriented and reliable Finnish Speaking Process Specialist to join our team to work with Finnish customers on daily execution of Financial Plan assignments.
The position is permanent full-time employment.

About our team

Meet the Financial Plan FI team. Our role is to provide excellent customer service to our Finnish customers and stakeholders. In Financial Plan Finland team we handle several processes related to savings and investment products for the Finnish Premium and Private Banking customer segments. 

The processes include execution of task for buying, selling and exchanging funds, opening and terminating investment subscriptions, opening and closing investment accounts and several Nordea Life and Pensions tasks.

Our team is part of Daily Banking Services Finland and we are currently 19 people. Our office is located in Ülemiste City, Tallinn. 

Collaboration. Ownership. Passion. Courage. These are the values that guide us in how we work and how we make decisions – and that we imagine you share with us.  

What you’ll be doing

Main responsibilities in this role:

• Deliver Financial Plan assignment execution
  
• Deliver other tasks related to the processes in Financial Plan FI team 
  
• Ensure correct and timely execution of your tasks
  
• Meet assigned targets according to agreements and customer needs
  
• Contribute to improvement of the quality and efficiency of assigned tasks and processes

Who you are

This is the right role for you if you are a precise and detail-oriented, quick learner with the ability to adapt to changes with optimism. You work well with others and always act with the customer´s needs in mind. You are excited about bringing your ideas to the table. You are dependable and willing to speak up even when it´s difficult. And most importantly you are able to work effectively as a team player. 

Your background and skills include:

• You have very good Finnish, both spoken and written, and English on a communicative level
  
• You have proficient computer skills
  
• You have strong work ethic and reliability
  
• You have ability to work independently and as a part of team
  
• You are a quick learner with the ability to grasp new concepts easily
  
• You are comfortable with problem solving and have solution-focused mindset
  
• You take responsibility and strive in challenging situations 

It would be ideal if you also have:

• Previous experience with investment products
  

What we offer

People come here when they want to get somewhere. For some, it’s to take their career to the next level. For others, it’s to break new ground within their area of expertise – in other words, with us, you will always move forward.

A culture that fosters performance and growth in one of the largest Nordic banks, offering various opportunities to evolve, develop and learn from brilliant colleagues with diverse backgrounds in a vibrant working environment.

Hybrid working model – we believe in the value of bringing people together and at the same time we embrace the freedom of flexibility.

Diversity and inclusion are a natural part of our daily work. We know that an inclusive workplace is a sustainable one. We genuinely believe that our diverse backgrounds, experiences, characteristics and traits make us stronger together. Every day we strive to find new ways to improve diversity and inclusion within our community e.g. we have signed the European Diversity Charters in the countries where we operate to show our commitment and engage with others to continue learning and improving.

If this sounds like you, get in touch!

Next steps

Submit your CV and Cover Letter no later than 24/04/2026. Please be aware that any applications or CVs coming through email or direct messages will not be accepted or considered.  For more information, you’re welcome to contact Mikk Reintam at mikk.reintam@nordea.com.  

The recruitment process consists of the following steps:

• Preliminary CV selection
• Interview with the hiring leader
• Background check for selected candidates

We enable dreams and aspirations for a greater good.

We build relationships. We add a personal touch to everything we do – when advising our customers, collaborating with colleagues, and meeting our potential candidates.

We learn and develop. We take pride in being experts and thinking ahead. We use our expertise to meet our customers’ needs, from the simplest to the most complex. We bring a growth mindset to our work that enables us to focus on a broader perspective in our daily challenges.

We lead change. We are responsible and aware of the impact of our decisions, both for our customers and for our local and global communities. Mindful of our responsibility towards current and future generations, we have made sustainability an integrated part of our business strategy.

We are Nordea. We have a 200-year history of supporting and growing the Nordic economies and our values are deeply rooted in these open, progressive and collaborative societies. As one of the biggest employers in the Nordics, Poland and Estonia, you have excellent opportunities to evolve, develop and move forward with us.