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Financial Services Administrator

3 months ago

Bath, Bath and North East Somerset, United Kingdom Finlink Ltd Full time

Financial Services Administrator,

Company: Finlink Ltd

Work Environment: Office based

Salary: Up to GBP35,000

This position is ideal for candidates with experience in financial services administration. However, the company is also open to considering applicants at various stages of their career within the sector. For those new to the field, comprehensive training will be provided. For seasoned professionals, there are opportunities for career advancement in the future.

About Finlink Ltd

Finlink Ltd is a well-established firm with over two decades of experience in the industry. As a small to medium-sized enterprise with a team of multiple advisors, the company is looking to grow. They are directly authorised and operate within a specialized market, serving clients from diverse backgrounds. Their primary focus is on pension and investment guidance.

Key Responsibilities

In this role, you will provide support to several financial advisors within the firm. Your responsibilities will include:

  • Assisting with annual reviews
  • Liaising with clients and service providers
  • Coordinating meetings
  • Processing new business and withdrawals
  • Managing fund switches and top-ups
  • Handling letter of authority information

Benefits Offered

  • Competitive salary up to GBP35,000
  • Complimentary parking
  • 20 days of holiday plus bank holidays
  • Pension scheme
  • Support for professional exams
  • A collaborative and supportive office environment

Application Process

If you find this opportunity appealing, please proceed with the application process, and we will reach out to you shortly.

Related Roles

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator