Part-time Administrator
Salary
13,000 to 16,000
Location
Cardiff
Job Type
Full Time
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Job Title: Part-time Administrator
Industry: Financial Services
Location: Cardiff
Salary: £13,000 to £16,000 (depending on hours and experience)
Reference Number: 14125
Job Description:
Are you an IFA administrator looking to cut down your hours, whilst still working alongside a Financial Adviser?
Recruit UK are working on an excellent opportunity for a part-time administrator in Cardiff to join a Wealth Management firm.
This Wealth Management firm concentrates on advising clients on making tax-efficient investments, as well as providing pensions advice. Due to the expansion of the firm, the director of the firm is looking to take on an administrator to support them with daily duties.
The role will involve:
- Mediator between director and clients
- Basic Paraplanning roles such as report writing
- Process new business packs
- Preparation of appointment packs for existing and new clients.
- Administration duties such as incoming calls, letter writing, word processing, etc.
- A chance to support the director of a well-established firm
- A competitive salary
- Part-time working hours created around you
- Free onsite parking
- Previous experience working in an IFA firm – Essential
- Experience in an administrative role – Essential
- Knowledge of back-office systems – Desirable
- Report-writing skills – Desirable
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs 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.