Financial Services Coordinator
4 weeks ago
Financial Planning Assistant Role
About the Role
We are seeking an experienced Financial Planning Assistant to join our team at Finlink Ltd. As a key member of our central hub, you will support our paraplanners and advisors in delivering exceptional client service.
Key Responsibilities
- Manage the LOA end-to-end process, ensuring seamless communication with clients and stakeholders
- Arrange meetings for advisors and perform a range of back-office administration duties
- Develop strong relationships with clients, providing updates throughout the advice process
The Business
Finlink Ltd is a directly authorised, whole-of-market financial planning business operating in the East Anglia area. We pride ourselves on our holistic approach to financial planning and our commitment to putting clients at the heart of everything we do.
What We Offer
As a Financial Planning Assistant at Finlink Ltd, you will enjoy a competitive salary, great benefits, and the opportunity to work for a firm with proven progression paths. You will be based in our Colchester office, with the option to move to our Ipswich office when ready.
Requirements
We are looking for an experienced administration professional with a strong background in financial services. You will have excellent communication skills, a proactive approach, and a passion for delivering exceptional client service.
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