Financial Planning Coordinator
1 week ago
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
- 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
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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