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Job Location | Cardiff |
Education | Not Mentioned |
Salary | £18,000 per annum, negotiable, pro-rata |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, part-time |
Job Title: Part-time IFA AdministratorLocation: CardiffSalary: £ 18,000 Pro RataThe Company:A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice and are continuing to grow despite the current climate. They have had a strong year within regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a new administrator.Advising across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning, this role will be varied and would suit someone who is really looking to utilise their knowledge in an independent firm.Being a smaller firm, they are focussed around teamwork, a positive working culture and a collaborate working environment to achieve the best results.The Role:They are looking to add a new administrator to the team who they can assist the paraplanners and advisors at the firm with a range of pensions, investments and protection cases for a holistic Financial Planning firm.You will be an important part of the team helping to obtain valuations, process new business and liaise with product providers also. Due to the fast-paced nature of the role, this would suit someone who likes being busy and a challenging environment.The Required Skills:
Keyskills :
Financial Planning Financial Services Investments Pensions Teamwk