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IFA Administrator

2 months ago


Cardiff, Cardiff, United Kingdom Finlink Ltd Full time

Job Summary

The company Finlink Ltd is seeking an experienced IFA Administrator to join their team. As a key member of the team, you will be responsible for delivering excellent customer service, submitting new business applications, and tracking progress.

Key Responsibilities

  • Answer client queries and provide timely responses
  • Process policy amendments, including fund switches, withdrawals, and top-ups
  • Prepare valuations and organize client review packs
  • Submit new business applications and track progress

Requirements

  • Proficient in using X-Plan
  • Experience in a similar role
  • Excellent communication and customer service skills

Benefits

  • Competitive salary up to £38,000
  • Remote working opportunities
  • 25 days holiday + bank holidays
  • Pension scheme
  • Death in service available after probation period
  • Sick pay
  • Income protection

About the Company

Finlink Ltd is a Cardiff-based, FCA-regulated, growing IFA Network. They are a robust, institutionally backed, mission-driven group with a diverse, supportive, and highly experienced team.