Self Employed Outsourced Administrator

3 weeks ago

Bristol, United Kingdom Finlink Ltd Full time

Self-Employed Outsourced AdministratorAt Finlink we partner with financial services firms across the UK to provide high-quality, reliable outsourcing support. We believe in building long-term relationships rooted in trust, professionalism and collaboration. As part of our growing network, you’ll benefit from our introductions to advice businesses and a supportive environment across your workflow.The RoleWe’re currently seeking a technical administrator to support one of our advice firm clients in managing a large client transfer project from St. James’s Place (SJP) to AJ Bell. This is a hands-on administrative role focused on data accuracy, process coordination and maintaining clear communication throughout the transition. You’ll be responsible for ensuring client information, policies and documentation are correctly transferred between systems, providing efficient and compliant support across every step of the move.Typical tasks include:Coordinating client transfers and processing associated documentationUpdating systems and maintaining data accuracy during the SJP to AJ Bell migrationCommunicating with clients, providers and advisers to progress cases smoothlyManaging client records and supporting back-office processesProviding general administrative assistance to adviser teams as requiredYou’ll work remotely a...

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