Financial Planning Assistant

3 days ago

Cheltenham, Gloucestershire, United Kingdom Finlink Ltd Full time
About the Role

We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will play a crucial role in providing an efficient, high-quality, and compliant service to our clients.

Key Responsibilities
  • Process new business and ensure all documentation is compliant
  • Communicate with clients and providers to ensure seamless service delivery
  • Assist with research and basic reports to support financial planners
  • Update and maintain back-office systems accurately
What We Offer
  • Salary up to £32,000 (depending on experience)
  • Hybrid working arrangement
  • 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 financial services. If you have a passion for delivering exceptional customer service and are looking for a new challenge, we would love to hear from you.

Please attach your CV and basic contact details to your application. We will review your application and contact you if we require any additional information.

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