IFA Administrator

4 days ago

StokeonTrent, Stoke-on-Trent, United Kingdom Finlink Ltd Full time

Job Title: IFA Administrator - Client Support Specialist

Company: Finlink Ltd

Job Type: Full-time

Location: Remote (UK-based)

Job Description:

Job Summary:

We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will be responsible for providing administrative support to our financial planners and office managers, ensuring the efficient and compliant delivery of our services.

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 planning activities
  • Update relevant back-office information to ensure accurate records
  • Work closely with office managers and financial planners to provide high-quality service

Benefits:

  • Competitive salary range: £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

Requirements:

  • At least 2 years of experience as an IFA Administrator
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Proficiency in Microsoft Office and other relevant software

What We Offer:

At Finlink Ltd, we offer a supportive and dynamic work environment, with opportunities for career growth and development. If you are a motivated and experienced IFA Administrator looking for a new challenge, we encourage you to apply for this exciting opportunity.

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