Financial Services Coordinator

4 weeks ago


Bracknell, Bracknell Forest, United Kingdom Finlink Ltd Full time
About the Role

We are seeking an experienced IFA administrator to join our team at Finlink Ltd. As a key member of our team, you will play a vital role in supporting our advisors and clients throughout the advice journey.

Key Responsibilities
  • Process new business and key client data into our systems
  • Communicate with advisors and clients to ensure seamless delivery of services
  • Perform general back-office administrative duties to support the team
  • Assist in the development of financial qualifications to progress career opportunities within the business
What We Offer
  • A competitive salary of up to £36,000
  • 25 days holiday plus bank holidays and your birthday off
  • Hybrid working arrangements to suit your needs
  • Annual discretionary bonus of up to 10%
  • Valuable share options for all employees
  • Flexible working hours, 9am - 5:30pm, with options to adjust to suit your needs
Requirements

We are looking for an experienced IFA administrator with a strong background in client support and financial services. If you have a passion for delivering exceptional client experiences and are looking for a new challenge, we would love to hear from you.

Please click the apply button below to submit your application and we will be in touch to discuss further.



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