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Financial Services Coordinator

2 months ago


Marlborough, Wiltshire, United Kingdom Finlink Ltd Full time
About Finlink Ltd

Finlink Ltd is a nationally recognised financial services company with a strong presence across the UK. With a history of steady growth over the past 30 years, the company continues to expand its teams and services to meet the evolving needs of its clients.

The Role

We are seeking an experienced administrator to join our team as a Financial Services Coordinator. In this role, you will provide critical support to our paraplanners and financial advisors, ensuring seamless communication with clients and product providers. Your responsibilities will include:

  • Managing client queries and concerns related to pensions, investments, and protection
  • Liaising with product providers to resolve issues and provide updates
  • Coordinating general office administration to maintain a high level of service
Benefits

We offer a competitive salary of up to £28k, as well as a range of benefits, including:

  • 25 days holiday (rising with service and including your birthday off)
  • Holiday purchase scheme
  • Life assurance
  • Pension scheme
  • Corporate eyecare
  • Shopping discounts
Requirements

To be successful in this role, you will need:

  • Administration experience in the financial services sector
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
How to Apply

If you are a motivated and organized individual with a passion for financial services, please click the apply button to submit your application.