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Recruit UK | Certified B Corp™
cardiff
Job Description 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, Parapla
Job Source: Recruit UK | Certified B Corp™Recruit UK
Cardiff
Job Title: IFA Administrator Industry: Financial Planning Location: Cardiff Salary: £28,000 - £32,000 Job Reference: 9024 Job Description: Recruit UK are orking 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
Job Source: Recruit UKRecruit UK | Certified B Corp™
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 Administ
Job Source: Recruit UK | Certified B Corp™Vision-FS Recruitment
Cardiff
Financial Advisor | Independent Financial Advisor £100,000 - £250,000 | Un-Capped Earnings Nationwide Roles YOUR NEW COMPANY A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor’s across the UK. A regulated, London Based, Independent Financial Adviser and Wealth Management firm, direc
Job Source: Vision-FS RecruitmentReed
Maesteg
We are seeking a diligent and organised Administrator to join our manufacturing client in Maesteg on a temporary basis. The ideal candidate will be responsible for a variety of administrative tasks including data input, filing, and drafting communications. This role is perfect for someone who is proficient in Microsoft Office and has a keen eye fo
Job Source: ReedRecruitment Solutions Workforce Ltd
Merthyr Tydfil
RSW are seeking an Administrator to join our Client in the Merthyr area. The ideal candidate will be organized, detail-oriented, and proficient in administrative tasks. Responsibilities: - Perform general clerical duties including photocopying, faxing, and mailing - Maintain electronic and hard copy filing system - Assist in resolving any administ
Job Source: Recruitment Solutions Workforce LtdVision-FS Recruitment
Swansea
Financial Advisor / Independent Financial Advisor Location: Swansea or Surrounding Area Nationwide Roles Minimum Requirements: Level 4 Diploma in Regulated Financial Planning Salary: OTE £150k-£200k Un-Capped Earnings Potential YOUR NEW COMPANY A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Finan
Job Source: Vision-FS RecruitmentPertemps Cardiff
Cardiff
Position: Branch AdministratorLocation: Central CardiffSalary: £25,000 per annum plus fantastic BONUS paid quarterly Excellent BenefitsWorking Hours: Monday to Friday, 8:00 am - 5:00 pm (one hour for lunch), finish at 4:30 pm on FridayCompany Overview:Pertemps is currently collaborating with a client renowned for supporting the global construction
Job Source: Pertemps CardiffBridgend
This role is for those who want a varied role and can shape what they want the role to look like. You will be working with an IFA in the South Wales area who have administration, paraplanning, office management, and mortgage administration needs and they are looking for someone who wants to grow within the business. This person can develop into any of those areas that they prefer and the firm will support them with a long-term growth path.
The Business
The firm is a wealth advisory businesses that offer advice on pensions, investments, protection, mortgages, etc. They have a niche clientele and focus on those within the medical field. They are directly authorised and are an established business, operating for over 15 years. The firm has over 10 advisors and an administration team to support them, who they are looking to add to!
The Role
Working as an administrator within this firm will see you carrying out a range of duties. The firm is looking for administration help within both the wealth and mortgage side and so that will include work such as processing new business, speaking with providers, helping clients with queries, etc. The role can also develop long-term into a range of options, depending on what you are looking for, whether that’s office management or paraplanning. The firm will support you in taking the level four qualification if that is something you’re looking to do as well.
Benefits
A salary of up to £35,000
Pension scheme
Holidays
Office-based - surrounded by a team to support you
Support in gaining the level four qualification in financial advice
A growth/development path within a quality IFA practice
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.
IFA Administrator jobs in Bridgend
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