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Financial Services Administrator

2 months ago

Borehamwood, United Kingdom FinLink Full time
Position: IFA Administrator

Location: Borehamwood

Work Model: Hybrid

Salary: Up to £40,000

Overview:
This role is ideal for an IFA administrator seeking a new opportunity within a dynamic environment. You will be part of a substantial team that offers extensive support and a wealth of knowledge to foster your professional growth.

Company Profile:
FinLink is a rapidly expanding and reputable Financial Services firm with a presence across the UK. The organization is experiencing organic growth alongside strategic acquisitions, leading to an increased demand for administrative support. This position is based in the Borehamwood office.

Key Responsibilities:
As an IFA administrator, you will collaborate closely with the office manager and financial planners to deliver a high-quality, compliant service. Your daily tasks will include:
  • Processing new business transactions
  • Communicating effectively with clients and providers
  • Ensuring compliance of all documentation
  • Assisting with research and generating basic reports
  • Maintaining and updating back-office systems accurately

Employee Benefits:
  • Competitive salary up to £40,000, based on experience
  • Private medical insurance
  • Healthcare cash plan
  • Group income protection
  • Group life assurance (4 times basic annual salary)
  • Group pension scheme with 5% employer contribution and 3% employee contribution
  • Discretionary company bonus opportunities

In addition, you will receive 28 days of annual leave plus bank holidays, with the potential for increased leave based on years of service.

Synonyms:
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

If you possess the necessary experience and are interested in this opportunity, please submit your CV along with your basic contact details.