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Cardiff

    IFA Admin - Cardiff, United Kingdom - Recruit UK | Certified B Corp™

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    Description

    Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff.

    Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East.

    They have a dedicated team of Financial Advisers, Paraplanners and Administrators, so you will be well supported in your role.

    They can also offer fantastic progression and career opportunities Duties will include but not limited to:
    Submitting new business and collating documents for meetingsSending out LOA'sLiaising with both client and product providerEnsuring the back office systems are up to dateGeneral administration dutiesBenefits: Competitive salary of up to £28,000 25 days annual leave Christmas closure Discretionary bonus Hybrid working Work alongside other Administrators for supportProfessional development Exam funding and support Skills and experience required: Experience working in a Financial Planning firm (essential) Experience with the above duties Good communication, both written and verbal

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