Financial Services Coordinator

6 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Finlink Ltd Full time
About the Role

We are seeking an experienced IFA administrator to join our team in Newcastle. As a key member of our support team, you will play a vital role in providing exceptional service to our clients and supporting our advisory team in their efforts to deliver outstanding results.

Key Responsibilities
  • Assist the Client Service Team Manager in preparing client reports and meeting packs
  • Obtain information from third-party providers relating to policy details, fund information, and necessary documentation
  • Prepare review documentation and annual suitability reports
  • Address system-generated tasks and ensure timely completion of administrative duties
Benefits
  • Competitive salary up to £32,000 (dependent on experience)
  • 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 with each year of service up to a maximum of 30 days)
Requirements

We are looking for an experienced IFA administrator with a strong background in providing administrative support to financial services teams. If you have a passion for delivering exceptional client service and are looking for a new challenge, we encourage you to apply.



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