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Recruit 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™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
Cardiff
Job Title: IFA Administrator Industry: Financial Planning Location: Cardiff Salary: £25,000 - £28,000 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
Job Source: Recruit UKVision-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
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Job Source: Focus ResourcingClear Choice Recruitment
Cardiff
We are currently working on behalf of a very well-established company who offer the supply and hire of safety equipment within the construction industry. They require an experienced Administrator. They are currently seeking an experienced Administrator to join their team to cover a maternity for a minimum of 14 months. However, due to company expan
Job Source: Clear Choice RecruitmentCardiff
We are working with a successful IFA firm based in Cardiff that is looking to grow its team by taking on an additional Administrator to support its thriving Financial Advisers and Paraplanners.
This is a full-time role. However, part time could be discussed for the right candidate
If you have Administration skills, are comfortable dealing with clients via telephone and have a keen eye for detail get in touch!
Responsibilities
Dealing with provider and client queries
Distribution of authority letters
Collating information on a wide range of products (ISA's, Investment Accounts, SIPP's, SSAS etc)
Maintenance of client files
General administration and servicing
Benefits
Company pension
Life insurance
Training and development opportunities
25 days annual leave + Bank holidays
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Job Synonyms: Client support, Wealth administrator, Finance Administrator, Adviser support
IFA Administrator jobs in Cardiff
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