Financial Planning Coordinator

5 days ago


Kidderminster, Worcestershire, United Kingdom Finlink Ltd Full time

{"h1": "IFA Administrator Role at Finlink Ltd", "p": "We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will be working closely with office managers and financial planners to provide efficient, high-quality, and compliant service. Your responsibilities will include processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports, and updating relevant back-office information.", "ul": [{"li": "Competitive salary of £25,000-£29,000 dependant on experience"}, {"li": "31 Days annual leave (Including bank holidays)"}, {"li": "Income protection from day 1"}, {"li": "Life Insurance"}, {"li": "Employee assistance program"}, {"li": "Financial and personal well-being support"}, {"li": "Virtual GP appointments"}, {"li": "Company sick pay"}], "p": "If you are an experienced IFA Administrator looking for a new challenge, we encourage you to apply. Please attach your CV along with your basic contact details, and we will get in touch to gain any additional information we require.", "h2": "About Finlink Ltd", "p": "Finlink Ltd is a large Financial Advisory business that provides advice on a whole of market basis. We have offices across the UK, and this role is based in the Kidderminster Office.", "h2": "Key Responsibilities", "ul": [{"li": "Processing new business"}, {"li": "Communicating with clients and providers"}, {"li": "Ensuring all documentation is compliant"}, {"li": "Assisting with research and basic reports"}, {"li": "Updating relevant back-office information"}], "h2": "What We Offer", "ul": [{"li": "Competitive salary"}, {"li": "Annual leave"}, {"li": "Income protection"}, {"li": "Life Insurance"}, {"li": "Employee assistance program"}, {"li": "Financial and personal well-being support"}, {"li": "Virtual GP appointments"}, {"li": "Company sick pay"}]



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