Current jobs related to IFA Administrator - Huntingdon, Cambridgeshire - Finlink Ltd
-
Employed Ifa
5 months ago
Huntingdon, United Kingdom Beacon Wealth Management Ltd Full timeTo competently provide financial advice to clients within FCA rules and the firm’s procedures. **The Person** - Communicate effectively with people at all levels. - A high level of commitment to their role and the Company - Maintain high standards of work and a positive attitude at all times - A willingness to support team members - Understanding of...
IFA Administrator
2 months ago
About Finlink Ltd
Finlink Ltd is a well-established national financial services firm with a strong presence in the UK market. As a leading provider of financial advisory services, we are committed to delivering high-quality support to our clients and growing our team to meet the demands of our expanding business.
The Role
We are seeking an experienced Administrator to join our team in Huntingdon. As a key member of our administration team, you will work closely with office managers and financial planners to provide efficient, high-quality, and compliant service. Your responsibilities will include:
- Processing new business and ensuring all documentation is compliant
- Communicating with clients and providers to resolve queries and issues
- Assisting with research and basic reports to support business growth
- Updating relevant back-office information to ensure accurate records
Benefits
We offer a competitive salary of up to £35k depending on experience, as well as a range of benefits to support your well-being and career development. These include:
- 25 days holiday + bank holidays, rising with length of service
- Life assurance
- Pension Contribution
- Corporate Eyecare Support
- 'Extras' Discount shopping discounts
- Cycle to work scheme
- Employee Referral Scheme
- Learning & Development programme
- Electric Car scheme
What We Offer
As a valued member of our team, you will have access to a range of benefits and opportunities for growth and development. We are committed to supporting your career aspirations and providing a positive and inclusive work environment.