IFA Administrator

2 weeks ago


Borehamwood, Hertfordshire, United Kingdom Finlink Ltd Full time

Job Title: IFA Administrator - Client Support Specialist

Company: Finlink Ltd

Job Type: Full-time

Location: Borehamwood

Job Description:

About the Role:

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. Your primary focus will be on ensuring the efficient and compliant delivery of our services to 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 and maintain back-office systems accurately
  • Provide administrative support to the office manager and financial planners as needed

Requirements:

  • Experience in an IFA administration role
  • Strong communication and organizational skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Proficiency in Microsoft Office and other administrative software

What We Offer:

  • Competitive salary up to £40,000
  • Private medical insurance
  • Healthcare cash plan
  • Group income protection
  • Group life assurance (4 x basic annual salary)
  • Group pension scheme with 5% employer contribution
  • Discretionary company bonus award opportunity
  • 28 days annual leave, plus bank holidays

About Finlink Ltd:

Finlink Ltd is a fast-growing and well-established Financial Services practice with offices across the UK. We are committed to providing our clients with exceptional service and support, and we are seeking a talented IFA Administrator to join our team.


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