Address
Form of work
SalaryJob 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
