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Financial Planning Coordinator

2 months ago


Arundel, West Sussex, United Kingdom Finlink Ltd Full time
{"title": "Financial Administrator Role", "content": "Job Summary

We are seeking a skilled Financial Administrator to join our team at Finlink Ltd. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our financial services practice.

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 and maintain back-office systems accurately
Benefits
  • Competitive salary up to \u00a332,000 (depending on experience)
  • Private medical insurance
  • Healthcare cash plan
  • Group income protection
  • Group life assurance (4 x basic annual salary)
  • Group pension scheme, 5% employer contribution, 3% employee contribution
  • Discretionary company bonus award opportunity
  • 28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days)
About Us

Finlink Ltd is a fast-growing and well-established Financial Services practice with offices across the UK. We are committed to providing an efficient, high-quality, and compliant service to our clients.

This is an exciting opportunity for an experienced IFA administrator to join our team and contribute to our growth and success.

", "lang_code": "en-US"}