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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 helping clients with queries.
  • Assist with office management tasks, such as maintaining accurate records and ensuring compliance with regulatory requirements.
  • Develop long-term skills and knowledge in areas such as paraplanning, mortgage administration, and financial planning.
  • Support the growth and development of the business, including identifying opportunities for improvement and implementing changes as needed.
What We Offer
  • A competitive salary of up to £30,000.
  • A comprehensive pension scheme.
  • A range of holidays and flexible working arrangements.
  • The opportunity to develop your skills and knowledge in a supportive and dynamic environment.
  • A growth and development path within a quality IFA practice.
Requirements
  • Excellent communication and organizational skills.
  • Ability to work accurately and efficiently in a fast-paced environment.
  • Strong attention to detail and ability to maintain confidentiality.
  • Ability to develop long-term skills and knowledge in areas such as paraplanning, mortgage administration, and financial planning.
How to Apply

If you are a motivated and organized individual with a passion for financial services, please submit your application, including your CV and basic contact details.