Financial Planning Coordinator

1 week ago


Ipswich, Suffolk, United Kingdom Finlink Ltd Full time
About the Role

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

Key Responsibilities
  • Manage the LOA end-to-end process, ensuring seamless communication with clients and stakeholders
  • Arrange meetings for advisors and perform a range of back-office administration duties
  • Develop strong relationships with clients, providing updates throughout the advice process
What We Offer
  • A competitive salary range between £25,000 - £35,000
  • Hybrid working arrangement, with two days a week spent working from home after probation
  • 22 days holiday, rising to 25 with length of service, plus Bank Holidays
  • Holiday purchase scheme, up to an additional five days
  • Pension scheme with employer contribution of 3%, with employee contributions rising to 5% after two years' service
  • Life cover, 4x basic salary
  • Healthcare cash plan
  • Free mortgage advice
  • Employee assistance programme
  • Shopping discount platform
About Us

Finlink Ltd is a directly authorised, whole-of-market financial planning business operating in the East Anglia area. We are part of a wider group that supports over 200 advisors nationwide, with a strong brand name and established reputation as a leading advisory business.


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