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Financial Services Administrator
2 months ago
About Finlink Ltd
Finlink Ltd is a leading provider of financial services, dedicated to delivering exceptional advice and support to our clients. As a dynamic and growing business, we are seeking an experienced administrator to join our team.
The Role
We are looking for a highly organized and efficient administrator to support our paraplanners and financial advisors. As the primary point of contact for client queries, you will be responsible for providing exceptional customer service and ensuring that all client communications are handled in a timely and professional manner.
Key Responsibilities
- Act as the point of contact for client queries regarding pensions, investments, and protection
- Liaise with product providers to ensure seamless communication and service delivery
- Provide administrative support to paraplanners and financial advisors to ensure a first-class service is provided to internal and external parties
- Manage and maintain accurate records and documentation
Benefits
- A competitive salary of up to £28,000
- A hybrid working arrangement, with one day per week working from home
