Ifa Administrator - Cardiff, United Kingdom - Recruit UK

Recruit UK

Verified Company

Cardiff, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
IFA Administrator

Industry:
Financial Planning

Location:
Cardiff

Salary:
£23-25,000

Job Reference:8149

Our client is a UK wide financial planning firm, who offer holistic financial planning for clients across South Wales.

As their client base continues to grow, they are looking to grow their back office team and bring on an administrator to support.

Duties will include but not limited to:

Liaising with clients and product providers
Processing new business and preparing review packs
Arranging client meeting
Managing client records on the back office system
General back office support

Benefits:

Progression to Paraplanning
Exam funding and support
Generous pension allowance
25 days holiday +/ 5 days
Birthday off
Life assurance
Private medical

Skills and experience required:

Experience working in a Financial Planning firm
Experience using Intelligent Office ideal
CII Level 3 in Financial Administration is advantageous

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, Recruit UK is pleased to be working with a Financial planning firm, looking for a Financial Planning Administrator

Salary:
£23,000.00-£25,000.00 per year

Benefits: