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IFA Administrator

2 months ago


Kidderminster, Worcestershire, United Kingdom Finlink Ltd Full time
About the Role

We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Admin, you will play a crucial role in providing efficient and high-quality service to our clients.

Key Responsibilities
  • Process new business and ensure all documentation is compliant
  • Communicate with clients and providers to resolve queries and issues
  • Assist with research and basic reports to support financial planners
  • Update relevant back-office information to ensure accurate records
Benefits
  • Competitive salary of £25,000-£29,000 dependant on experience
  • 31 Days annual leave (Including bank holidays)
  • Income protection from day 1
  • Life Insurance
  • Employee assistance program
  • Financial and personal well-being support
  • Virtual GP appointments
  • Company sick pay
About Finlink Ltd

Finlink Ltd is a large Financial Advisory business that provides advice on a whole of market basis. We have offices across the UK and offer a supportive and dynamic work environment.

What We Offer

As an IFA Administrator at Finlink Ltd, you will benefit from:

  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • A supportive and collaborative team environment
  • The chance to work with a leading Financial Advisory business