IFA Administrator - Wales - £28k-£23k

£28,000 - £32,000 yearly
  • Recruit UK
  • Hybrid (Cardiff, UK)
  • 01/05/2024
Full time Admin / Clerical

Job Description

Job Title:  IFA Administrator

Industry:  Financial Planning

Location:  Cardiff

Salary:  £28,000 - £32,000  

Job Reference: 9024

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, 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