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Financial Planning Coordinator

2 months ago

Leamington Spa, Warwickshire, United Kingdom Finlink Ltd Full time

Job Summary

This is a fantastic opportunity to join Finlink Ltd as an IFA Administrator, working closely with office managers and financial planners to provide efficient, high-quality, and compliant service.

About the Role

As an IFA Admin, you will be responsible for processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports, and updating relevant back-office information.

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 financial planners
  • Update relevant back-office information to ensure accurate records

Benefits

  • Competitive salary of £25,000-£29,000 dependant on experience
  • 31 Days annual leave (Including bank holidays)
  • Income protection from day 1
  • Life Insurance
  • Employee assistance program
  • Financial and personal well-being support
  • Virtual GP appointments
  • Company sick pay
  • Hybrid work possible

About Finlink Ltd

Finlink Ltd is a large Financial Advisory business that provides advice on a whole of market basis. They have offices across the UK and offer a range of benefits to their employees.