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IFA Administrator
2 months ago
Job Title: IFA Administrator - Client Support Specialist
Company: Finlink Ltd
Job Type: Full-time
Location: Cheltenham
Job Description:
Job Summary:
We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As an IFA Administrator, you will be responsible for providing administrative support to our financial planners and office manager. This is a fantastic opportunity to join a fast-growing and well-established Financial Services practice with offices across the UK.
Key Responsibilities:
- Process new business and ensure all documentation is compliant
- Communicate with clients and providers
- Assist with research and basic reports
- Update and maintain back-office systems accurately
- Work closely with the office manager and financial planners to provide an efficient, high-quality, and compliant service
Requirements:
- Experience as an IFA Administrator
- Excellent communication and organizational skills
- Ability to work in a fast-paced environment
- Proficient in Microsoft Office and other administrative software
What We Offer:
- Salary up to £32,000 (depending on experience)
- Hybrid working
- Private medical insurance
- Healthcare cash plan
- Group income protection
- Group life assurance (4 x basic annual salary)
- Group pension scheme, 5% employer contribution, 3% employee contribution
- Discretionary company bonus award opportunity
- 28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days)
How to Apply:
If you have the required experience and are interested in this role, please attach your CV along with your basic contact details. We will review your application and contact you if we need any additional information.
