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IFA Admin

Job LocationCardiff
EducationNot Mentioned
Salary20,000 - 25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: IFA AdminIndustry: Financial ServicesLocation: CardiffSalary: £20,000 - £25,000Job reference: 15829Recruit UK are working on an excellent opportunity for an IFA Admin in Cardiff.Our client is a small, holistic and growing Financial Planning firm and they are looking for an experienced IFA administrator to join their team and support the Paraplanner and Advisers.They are looking for a professional and driven individual who thrives in a busy office! You will be expected to be able to work on your own to strict deadlines, as well as working as part of a team to ensure the best quality of work for clients.Your role will include, but not be limited to:

  • Communicating with clients and product providers
  • Processing new business applications
  • Liaising with the paraplanning team and IFAs
  • Preparing documents for client meetings
  • Submitting letters of authority
  • General administration duties
Benefits:
  • Competitive Salary
  • Hybrid working
  • Supportive office
  • Plenty of progression
  • On site parking, outside city centre
Skills and experience required:
  • Experience working in an IFA admin role
  • Previous experience in duties highlighted
  • Self motivated and eager to develop
About Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK are pleased to be working with a Financial Planning firm based in Cardiff on an IFA admin role.

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