Financial Services Coordinator

2 weeks ago


Bracknell, Bracknell Forest, United Kingdom Finlink Ltd Full time
Role Overview

This administration role is ideal for individuals seeking to enter the financial services sector. As a key member of our team, you will provide essential support to our Bracknell office and other locations.

Key Responsibilities
  • Manage incoming post, ensuring timely scanning and distribution to relevant teams.
  • Coordinate with stakeholders to obtain and monitor important financial details for our advisers.
  • Prepare information packs for client meetings and assist with local marketing initiatives.
Benefits
  • Competitive salary up to £25,000.
  • 25 days holiday plus bank holidays and birthday off.
  • Hybrid working available.
  • Annual discretionary bonus of up to 10%.
  • Valuable share options for all employees.
  • Flexible working hours.
About Us

Finlink Ltd is a directly authorised financial advisory business with a strong commitment to delivering exceptional client experiences. We pride ourselves on promoting from within and fostering a positive company culture.



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