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Financial Planning Coordinator
2 months ago
We are seeking a skilled Financial Administrator to join our team at Finlink Ltd. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our financial services practice.
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
- Competitive salary up to \u00a332,000 (depending on experience)
- 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)
Finlink Ltd is a fast-growing and well-established Financial Services practice with offices across the UK. We are committed to providing an efficient, high-quality, and compliant service to our clients.
This is an exciting opportunity for an experienced IFA administrator to join our team and contribute to our growth and success.
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