Client Support Specialist
4 days ago
About Finlink Ltd
Finlink Ltd is a well-established financial services firm with a strong presence in the industry. With a history of organic growth and strategic acquisitions, the company has established itself as a leader in the field.
The Role
As a Client Support Specialist, you will play a critical role in providing administrative support to both Paraplanners and Advisors in the firm. Your responsibilities will include:
- Providing exceptional client service and support
- Coordinating meetings and appointments
- Processing new business, valuations, and illustrations
- Communicating with clients and providers
Benefits
As a valued member of the Finlink Ltd team, you will enjoy a range of benefits, including:
- A competitive salary up to £30k
- Study support to help you develop your skills
- Progression opportunities within the company
- Access to the Advisor/Leadership academy program
- Further benefits to be confirmed
About the Business
Finlink Ltd has a strong track record of growth and success, with a current AUM of just under £1 Billion. The company is committed to providing exceptional service to its clients and is always looking for talented individuals to join its team.
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