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Financial Services Administrator

2 months ago

Penarth, Vale of Glamorgan, United Kingdom Finlink Ltd Full time
{"title": "IFA Administrator", "description": "About the Role

We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As a key member of our operations team, you will play a vital role in supporting our advisors and paraplanners in delivering exceptional client service.

Key Responsibilities
  • Prepare for annual reviews and arrange meetings with clients
  • Process new business and ad hoc requests
  • Build effective relationships with clients through telephone and email communication
  • Support the development of investment products and CRM systems
What We Offer
  • Salary up to \u00a032,000
  • Hybrid working arrangement
  • 28 days holiday + Bank holidays
  • Life assurance
  • Income protection
  • Pension
  • Access to flexible benefits platform
  • Bereavement leave
  • Company events
  • Cycle to work scheme
  • Paid volunteer time
About Us

Finlink Ltd is a financial services firm with over 20 years of experience, managing \u00a05 Billion in assets. We are committed to delivering exceptional client service and are seeking a talented individual to join our team.

", "lang_code": "en"}