IFA Administrator
Salary
Up to 25,000
Location
Cardiff
Job Type
Full Time
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Job Title: IFA Administrator
Industry: Financial Services
Location: Cardiff
Salary: Up to £25,000
Reference Number: 14421
Job Description:
Recruit UK are working on an excellent opportunity for an IFA administrator in Cardiff to join an IFA practice.
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:
- Working closely with advisers to support clients
- Liaising with 3rd party suppliers
- Ensure FCA regulations are met
- Basic administration duties such as filing, redirecting posts, responding to emails, etc.
- Managing case files
- Competitive salary
- Discretionary bonus
- Generous Pension contribution
- Social office environment
- Office hours 9 am-5 pm
- Experience as an IFA Administrator – Essential
- Knowledge of back-office systems – Essential
- Motivated and meticulous – Essential
- Qualifications in Financial Planning – Desirable
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.