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Financial Services Administrator
2 months ago
About the Role
We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will be working closely with our office manager and financial planners to provide an efficient, high-quality, and compliant service.
Key Responsibilities
- Processing new business and ensuring all documentation is compliant
- Communicating with clients and providers
- Assisting with research and basic reports
- Updating and maintaining back-office systems accurately
What We Offer
- Salary up to £32,000 (depending on experience)
- Private medical insurance
- Healthcare cash plan
- Group income protection
- Group life assurance (4 x basic salary)
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 excellent service to our clients and are looking for a talented individual to join our team.
Location
This position is based in our West Sussex office.