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IFA Administrator
2 months ago
About Finlink Ltd
Finlink Ltd is a fast-growing and well-established Financial Services practice with a strong presence in the UK market. Our company is built on a foundation of trust, expertise, and a commitment to delivering exceptional service to our clients.
The Role
We are seeking an experienced IFA Administrator to join our team in Swanley. As an IFA Administrator, you will play a vital role in providing an efficient, high-quality, and compliant service to our clients. Your primary responsibilities will include:
- Processing new business and ensuring all documentation is compliant
- Communicating with clients and providers to resolve queries and issues
- Assisting with research and basic reports to support our financial planners
- Maintaining accurate and up-to-date records in our back-office systems
The Benefits
We offer a competitive salary of up to £40,000 (dependent on experience), as well as a range of benefits, including:
- Private medical insurance
- Healthcare cash plan
- Group income protection
- Group life assurance (4 x basic annual salary)
- Group pension scheme with 5% employer contribution and 3% employee contribution
- Discretionary company bonus award opportunity
- 28 days annual leave, plus bank holidays (increasing to a maximum of 30 days with each year of service)
About the Team
You will be working closely with our office manager and financial planners to deliver an exceptional service to our clients. As a member of our team, you will have the opportunity to develop your skills and knowledge, and contribute to the growth and success of our business.
