Financial Services Administrator

2 days ago


Chelmsford, Essex, United Kingdom Finlink Ltd Full time
About the Role

We are seeking an experienced IFA Administrator to join our expanding team at Finlink Ltd. As a key member of our team, you will provide administrative support to our advisors and paraplanners, ensuring the smooth delivery of our services to clients.

Key Responsibilities
  • Process new business and update the back office accurately
  • Liaise with clients and providers to ensure seamless communication
  • Prepare client review reports, valuations, and illustrations
  • Assist with suitability reports, research, analysis, and product comparisons
What We Offer
  • Competitive salary up to £30,000 dependent on experience
  • 25 days holiday plus bank holidays
  • Discretionary bonus
  • Exam and study support
  • Employer Pension scheme increasing to 7.5% from year 2
  • Optional healthcare scheme
  • Car parking
Requirements

We are looking for an experienced IFA Administrator with a strong background in financial services administration. You will have excellent communication and organizational skills, with the ability to work accurately and efficiently in a fast-paced environment.

How to Apply

If you are a motivated and experienced IFA Administrator looking for a new challenge, please submit your CV and basic contact details for consideration. We look forward to hearing from you.



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