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IFA Administrator

cardiff, wales, United Kingdom

Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff.

Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. They have a dedicated team of Financial Advisers, Paraplanners and Administrators, so you will be well supported in your role. They can also offer fantastic progression and career opportunities!

Duties will include but not limited to:

Submitting new business and collating documents for meetings

Sending out LOA’s

Liaising with both client and product provider

Ensuring the back office systems are up to date

General administration duties

Benefits:

Competitive salary of up to £28,000

25 days annual leave

Christmas closure

Discretionary bonus

Hybrid working

Work alongside other Administrators for support

Professional development

Exam funding and support

Skills and experience required:

Experience working in a Financial Planning firm (essential)

Experience with the above duties

Good communication, both written and verbal

Apply

Create Email Alert

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IFA Administrator jobs in cardiff, wales, United Kingdom

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