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Financial Services Coordinator

2 months ago


Chester, Cheshire, United Kingdom Finlink Ltd Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Finlink Ltd. As a key member of our IFA team, you will play a vital role in supporting our advisors and paraplanners in delivering exceptional client service.

Key Responsibilities
  • Process new business and manage client relationships
  • Coordinate with clients and providers to facilitate fund switches and withdrawals
  • Update our CRM system to ensure accurate client information
  • Organize meetings and appointments with clients and advisors
What We Offer
  • Full-time employment with a competitive salary up to £30k depending on experience
  • Office hours 9am - 5.30pm with flexitime when required
  • Annual pay review with performance-linked pay increases
  • Group Pension Scheme and Cycle to Work Scheme
  • External and internal training programs, including full sponsorship for your qualification
  • Free financial advice and support
  • 20 days annual leave + bank holidays, increasing to 25 with each year of service
Requirements

To be successful in this role, you will need:

  • Previous experience working in a financial services environment
  • Excellent communication and organizational skills
  • Ability to work accurately and efficiently in a fast-paced environment
How to Apply

If you are a motivated and detail-oriented individual looking to develop your career in financial services, please apply here and one of our team will be in contact to discuss your application.