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Operations Support

Finlink Ltd
Posted 15 hours ago, valid for 18 days
Location

Cardiff, South Glamorgan CF5 1DR, Wales

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

Retirement Plan
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Agency Coordinator position offers remote working with a salary of up to £33k.
  • Candidates should have experience in novation within Financial Services, which is essential for this role.
  • Additional experience in IFA Administration and the letter of authority process is also beneficial.
  • The role involves supporting member onboarding and managing client novation with product providers.
  • The company is a growing FCA-regulated IFA Network and provides opportunities for training and career progression.

Agency Coordinator

Remote working

Up to £33k

This role is best suited to those with novation’s experience within Financial Services, which is essential for this role. Alongside novation's, a good candidate could also have experience within IFA Administration, letter of authority process and communicating with product providers. You will be joining an emerging departing of a growing business with training provided and potential room to grow and progress in the future. Remote working and Salary up to £33k.

The Business

The company are an FCA-regulated, growing IFA Network. They are a robust, institutionally backed group, with a diverse, supportive, and highly experienced team. They have been in existence for over 20 years and are currently embarking on an exciting growth programme.

The Role

Within the role as agency coordinator, you will be working within the IFA Network, supporting new member onboarding for internal and FCA purposes. After completing onboarding, you will be dealing with client novation with product providers, communicating with each provider to ascertain requirements and actioning requirements, ensuring all relevant paperwork is completed. Alongside this, you will be supporting the Letter of Authority process within network migration. Within the department, you will be answering any queries from members, ensuring the seamless transition and ongoing support, including completing ad hoc tasks when required.

The Benefits

  • Salary up to £33k
  • 25 days holiday + bank holidays
  • Remote working
  • Pension scheme
  • Sick pay
  • Private medical
  • Life insurance
  • Income protection

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.