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Senior IFA Admin Cardiff £22,000 £25,000

Job LocationCardiff
EducationNot Mentioned
Salary£22,000 - £25,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Senior IFA AdministratorLocation: CardiffSalary: £22,000 - £25,000The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service.The OpportunityDuring a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

  • Processing new businesses
  • Work closely with all internal and external stakeholders
  • Providing assistance on compliance matters
  • Managing all client data into companys database accordingly
  • What’s needed to be consideredIn order to be considered for this unique opportunity, candidates need to have -
  • Previous experience within a Financial Planning role
  • Previous experience with IO are desired
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired
  • What’s nextApply 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. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Required skills
  • Administrative
  • Analytical Support
  • Client Services
  • Financial Services
  • Keyskills :
    Administrative Analytical Suppt Client Services Financial Services

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