Senior IFA Administrator

1 week ago


Hexham, Northumberland, United Kingdom Finlink Ltd Full time

Job Summary

We are seeking an experienced Administrator to join our team at Finlink Ltd, a well-established national financial services firm. As a Senior IFA Administrator, you will play a key role in providing efficient, high-quality, and compliant service to our clients.

About the Role

As part of our administration team, you will work closely with office managers and financial planners to process new business, communicate with clients and providers, ensure all documentation is compliant, and assist with research and basic reports.

Key Responsibilities

  • Process new business and ensure all documentation is compliant
  • Communicate with clients and providers to resolve queries and issues
  • Assist with research and basic reports to support business growth
  • Update relevant back-office information to ensure accurate records

Benefits

  • Competitive salary up to £35k depending on experience
  • 25 days holiday + bank holidays, rising with length of service
  • Generous holiday purchase scheme
  • Life assurance and pension contribution
  • Corporate eyecare support and extras discount shopping
  • Cycle to work scheme and employee referral scheme
  • Learning & Development programme and electric car scheme

About Finlink Ltd

Finlink Ltd is a national financial services firm with multiple locations across the UK. We are a growing business with a strong focus on providing excellent service to our clients.



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