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Finlink 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 LtdRecruit 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 Adminis
Job Source: Recruit UK | Certified B Corp™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, Parapl
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 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: LiveWestThe Recruitment Co
Yatton
We are currently recruiting for an Administrator for a leading manufacturing company based in Yatton! Our client continues to grow every year and is currently in its next expansion phase so it is a very exciting time to join this company with some excellent long term career opportunities. This is a full-time temp to perm role with a potentially im
Job Source: The Recruitment CoForesight Search Ltd
Weston-super-Mare
Flexible hours - work around school hours Administrator - About this role Our client is a fast growing specialist construction company based near the M5 motorway Weston-Super-Mare junction. The company offers an excellent, enjoyable, friendly and team driven environment with progression. We are searching for an experienced, hard-working and friend
Job Source: Foresight Search LtdFocus Resourcing
Cardiff
We are looking to recruit for an administrator for our established company based on the outskirts of Cardiff. You will have the ability to work to deadlines, prioritise tasks in a busy environment working to tight deadlines. Company offers a fantastic working environment on-site within an established team. They offer a condensed working week with e
Job Source: Focus ResourcingCardiff
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 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
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