IFA Administrator

Cardiff

Office based role

Up to £28k

This role is best suited to individuals who have worked within financial services, preferably within an administration role. You will be supported and trained within the close-knit, friendly office, allowing personal development to flourish and potential progression to paraplanning in the future. Salary up to £28k.

The Business

The business is an independent, fee based, whole of market financial planning firm who have been in operation for over 10 years. They specialize in Investment management, inheritance tax planning, pre & at retirement planning and mortgage advice.

The Role

Within the role, you will be supporting the advisors and paraplanners within the firm, liaising with clients, updating and maintaining the back-office system, chasing up letter of authorities, speaking to providers and processing new business.

The Benefits

• Salary up to £28k
• Progression potential
• Study support
• Pension scheme
• Holiday days
• Further benefits to be confirmed

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.