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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, Parap
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 UKFinlink Ltd
Bridgend
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 an
Job Source: Finlink LtdIDEX Consulting Ltd
Cardiff
My client is a thriving National IFA who is seeking a dynamic and experienced Training and Competence Manager, to lead the development and performance management of our Financial Advisers. The successful candidate will ensure the team delivers exceptional service to clients while adhering to regulatory standards and maintaining professional compet
Job Source: IDEX Consulting LtdVision-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 RecruitmentLiveWest
Weston-Super-Mare
About The Role Are you an experienced Administrator looking for a new challenge within a growing organisation that makes a real difference to people's lives? If so, read on. As an Administrator Workplace, you will be providing an effective administrative service for the Workplace and Facilities team. You will provide an efficient and professiona
Job Source: LiveWestLiveWest
Weston-Super-Mare
About The Role Are you an experienced Administrator looking for a new challenge within a growing organisation that makes a real difference to people's lives? If so, read on. As an Administrator Workplace, you will be providing an effective administrative service for the Workplace and Facilities team. You will provide an efficient and professional
Job Source: LiveWestReed
Cardiff
We are looking for Administrators to join a successful Automotive Finance company in the South Wales area. Are you looking to work for an agile, open minded and adaptive company that provide ongoing develop and benefits? Please keep read to find out more: Job Title: Administrator Salary: £11.53 per hour
Job Source: Reedcardiff, 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
IFA Administrator jobs in cardiff, wales, United Kingdom
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