Financial Services Specialist

20 hours ago


Cardiff, Cardiff, United Kingdom Finlink Ltd Full time

Finlink Ltd is a rapidly growing IFA Network, backed by institutions and boasting a diverse, experienced team. We are looking for a talented individual to fill the role of Agency Coordinator, supporting new member onboarding and client novation processes.

In this position, you will work closely with product providers to understand their requirements, action these requirements, and ensure all necessary paperwork is completed. You will also be involved in the Letter of Authority process within network migration.

We offer a competitive salary of up to £33,000, flexible remote working options, and opportunities for growth and development within our company.

Our ideal candidate will possess excellent communication and organizational skills, as well as experience in novation's within Financial Services and IFA Administration.



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