Financial Services Administrator
2 days ago
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
- 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
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 ApplyIf 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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Financial Administrator
4 days ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleFinancial Divisions is seeking a skilled Financial Administrator to support the Paraplanners and Financial Advisers in their Essex office. As a key member of the team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...
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Financial Administrator
4 days ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleFinancial Divisions is seeking a skilled Financial Administrator to support the Paraplanners and Financial Advisers in their Essex office. As a key member of the team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...
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Financial Administrator
1 week ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeJob Summary:We are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in their daily tasks, ensuring the smooth operation of our financial services.Key Responsibilities:Assist Paraplanners and...
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Financial Services Coordinator
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Financial Services Administrator
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Chelmsford, Essex, United Kingdom Finlink Ltd Full time{"title": "Financial Services Administrator", "content": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Finlink Ltd. As a key member of our administrative team, you will provide critical support to our advisors and paraplanners, ensuring seamless day-to-day operations and exceptional...
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Financial Services Administrator
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Chelmsford, Essex, United Kingdom Finlink Ltd Full time{"title": "Financial Services Administrator", "content": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Finlink Ltd. As a key member of our administrative team, you will provide critical support to our advisors and paraplanners, ensuring seamless day-to-day operations and exceptional...
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Financial Services Administrator
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