Financial Services Administrator

6 hours ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Finlink Ltd Full time

IFA Administrator Opportunity

Hybrid Role

Competitive Salary: Up to £32,000

We are seeking an experienced IFA administrator to join our team in Newcastle. As an IFA administrator, you will provide essential support to our advisory team, ensuring the delivery of exceptional service to our clients.

You will be working closely with our Client Service Team Manager to assist with various tasks, including preparing client reports, meeting packs, and obtaining information from third-party providers. Your role will be varied, and you will have the opportunity to develop your skills and knowledge within a thriving and successful business.

About the Business

Our company, Finlink Ltd, is a fast-growing and well-established Financial Services practice with offices across the UK. We are expanding our support team to meet the demands of our growing business, and this role is based in our Newcastle office.

Key Responsibilities

As an IFA administrator, your key responsibilities will include:

  • Preparing client reports and meeting packs
  • Assisting with obtaining information from third-party providers
  • Supporting the advisory team in delivering exceptional service to clients
  • Developing your skills and knowledge within a collaborative and supportive team environment

What We Offer

We offer a competitive salary, a hybrid working environment, and the opportunity to develop your skills and knowledge within a successful and growing business. If you are an experienced IFA administrator looking for a new challenge, we encourage you to apply for this exciting opportunity.



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