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Financial Services Administrator

2 months ago

Penarth, Vale of Glamorgan, 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 operations team, you will play a vital role in supporting our financial advisors and paraplanners in delivering exceptional client service.

Key Responsibilities
  • Prepare for annual reviews, arrange meetings, and process new business and ad hoc requests
  • Build effective relationships with clients, communicating via telephone and email to provide excellent support
  • Develop knowledge of investments products and experience using CRM systems to thrive in this role
  • Contribute to projects within the business, including opportunities for professional development
What We Offer
  • Salary up to £32,000
  • Hybrid working arrangement
  • 28 days holiday + Bank holidays
  • Life assurance, income protection, and pension
  • Access to flexible benefits platform
  • Bereavement leave, company events, cycle to work scheme, and paid volunteer time
About Us

Finlink Ltd is a financial services firm with over 20 years of experience, operating across the UK with £5 Billion in assets under management. We are committed to delivering exceptional client service and providing opportunities for professional growth and development.