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Financial Services Administrator
2 months ago
Job Summary
Finlink Ltd is seeking a highly organized and detail-oriented Financial Services Administrator to join their team. As an IFA administrator, you will play a crucial role in providing an efficient, high-quality, and compliant service to clients and financial planners.
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
- Work closely with the office manager to ensure seamless day-to-day operations
Benefits
- 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
About Finlink Ltd
Finlink Ltd is a fast-growing and well-established Financial Services practice with a strong presence in the UK market. The company is committed to delivering exceptional service to its clients and is seeking a talented individual to join their team.
