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Financial Services Coordinator

1 month ago

Bridgend, Bridgend county borough, United Kingdom Finlink Ltd Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Finlink Ltd. As a key member of our administration team, you will play a vital role in supporting our financial advisors and ensuring the smooth operation of our business.

Key Responsibilities
  • Provide administrative support to our financial advisors, including processing new business, speaking with providers, and assisting clients with queries.
  • Assist with the development of long-term growth plans, including office management and paraplanning opportunities.
  • Support the team in achieving business objectives and contributing to the growth and success of Finlink Ltd.
What We Offer
  • A competitive salary of up to £30,000.
  • A comprehensive pension scheme.
  • A generous holiday allowance.
  • The opportunity to work in a dynamic and supportive team environment.
  • Support in gaining the level four qualification in financial advice.
  • A growth and development path within a quality IFA practice.
Requirements

To be successful in this role, you will need to have excellent communication and organizational skills, as well as the ability to work effectively in a team environment. You will also need to be flexible and able to adapt to changing priorities and deadlines.

We are looking for someone who is passionate about delivering exceptional customer service and is committed to providing a high level of support to our clients and colleagues.