Job Description
Job Title: IFA Administrator
Industry: Financial Planning
Location: Cardiff
Salary: £28,000 - £32,000
Job Reference: 10246
Job Description:
Recruit UK is working on an excellent opportunity for an IFA Administrator to join a Financial Planning firm in Cardiff
Our client is a Independent Financial Planning firm, who specialise in providing advice in Investments, Pensions, Mortgages and protections. They pride themselves on giving clients tailored advice that is not only effective in managing their wealth, but simple! They spend time understanding the clients individual needs for short and long term planning, and couldn't do this without the support of their Administration team.
Duties will include but not limited to:
- Submitting new business
- Organising and sending LOA
- Liaising with clients, answering queries and corresponding professionally via email and telephone
- Arrange and co-ordinate client meetings for the Financial Advisers
- Assist in preparing for meeting and preparing review packs
Benefits:
- Competitive salary of up to £32,000
- 26 days annual leave
- Progression depending on your ideal career path
- Professional development
- Exam support and funding
- Flexi working
- Administration team to support you with the role
Skills and experience required:
- Experience working in a Financial Planning firm
- Ideally experience working in an IFA Administrator position
- Experience using Intelligent office advantageous
