Jobs
>
Cardiff

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

    Default job background
    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

    Ensuring the back office systems are up to date
    General administration duties

    Competitive salary of up to £28,000
    ~25 days annual leave
    ~ Discretionary bonus
    ~ Hybrid working
    ~ Professional development
    ~ Experience working in a Financial Planning firm (essential)

  • Reed Insurance

    Ifa Admin

    3 days ago


    Reed Insurance Caerphilly, United Kingdom

    CLIENT -Are an award winning and one of UKs leading independent providers of Insurance, employee benefits and wealth management. With various office locations they seek an experienced Client Account Manager ( IFA Support ) to join their team as businessexpands and client growth. ...

  • Recruit UK | Certified B Corp™

    IFA Admin

    1 week ago


    Recruit UK | Certified B Corp™ Cardiff, United Kingdom

    Job 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 th ...

  • Recruit UK | Certified B Corp™

    IFA Admin

    1 week ago


    Recruit UK | Certified B Corp™ Cardiff, United Kingdom

    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 ...

  • Recruit UK

    Part Time Ifa Admin

    3 days ago


    Recruit UK Cwmbran, United Kingdom Part time

    **Job Title**: Part time IFA Admin · **Industry**: Financial Planning · **Location**:Newport · **Salary**: £24-25,000 (full time equivalent) · **Job Reference**:7817 · Recruit UK is working on an excellent opportunity for a part time IFA Admin in Newport. · Our client specialises ...


  • Idex Bristol, United Kingdom Part time

    We are working with a financial planning firm who are looking for a Financial Services Administrator on a remote/hyrbid basis for 24 hours a week. · This role will see you working from home with the expectation of being in the office once a week, once every couple of weeks (depen ...

  • Attivo Group

    Senior IFA Admin

    1 week ago


    Attivo Group Bristol, United Kingdom

    Senior Financial Planning Administrator (IFA) · Attivo are Lifestyle Financial Planners. · We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. · Our experienced, highly qu ...


  • Recruit UK | Certified B Corp™ Bristol, United Kingdom

    Job Title: IFA Administrator (Trainee Financial Adviser) · You could be just the right applicant for this job Read all associated information and make sure to apply. · Industry: Wealth Management · Location: Bristol (1 day a week in the office) · Salary: £28,000 - £30,000 · Job r ...


  • Recruit UK | Certified B Corp™ Bristol, United Kingdom

    Job Title: IFA Administrator (Trainee Financial Adviser)Industry: Wealth Management Location: Bristol (1 day a week in the office)Salary: £28,000 - £30,000Job reference: 9019 Job Description:Are you an IFA Administrator with aspirations to become a Financial Planner?Recruit UK ar ...

  • Idex

    Ifa

    1 week ago


    Idex Cardiff, United Kingdom

    A directly authorised IFA business on the outskirts of Cardiff is seeking an IFA to join the business. · The successful IFA will provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure. · Working alongside their ac ...

  • Recruit UK

    Ifa Administrator

    1 week ago


    Recruit UK Cardiff, United Kingdom

    **Job Title**: IFA Administrator · **Industry**: Financial Services · **Location**: Cardiff · **Salary**: Up to £25,000 · **Reference Number**: 7359 · Are you an experienced IFA Admin looking for your next challenge? · Recruit UK are working on an excellent opportunity for an adm ...

  • Eng4ge Business Consultancy ltd

    Financial Planner

    1 week ago


    Eng4ge Business Consultancy ltd Cardiff, United Kingdom

    Eng4ge Business Consultancy are working on an exciting opportunity for an experienced Financial planner to support a growing Financial Services practice. They will support the Partner in servicing clients and providing a high level of client service. Theyare responsible writing s ...


  • Recruit UK Bristol, United Kingdom Part time

    **Job Title**: Home-Based Admin Assistant (Part-Time) · **Industry**: Financial Services · **Location**:Bristol · **Salary**: Up to £28,000 (pro-rata) · **Job Reference**:7557 · Do you have previous client -facing experience working for a IFA/ Wealth Management firm? · Recruit UK ...

  • Ortus PSR

    Team Leader

    3 days ago


    Ortus PSR Bristol, United Kingdom

    A boutique IFA practice in Bristol City Centre are hiring for a Team Leader/Business Implementation Manager · Are you a Senior Administrator or a Paraplanner craving more managerial responsibility?Or are you already running an Admin team within Wealth Management and looking for a ...

  • Recruit UK

    Ifa Administrator

    1 week ago


    Recruit UK Bristol, United Kingdom

    **Job Title**: IFA Administrator · **Industry**: Financial Services · **Location**: Bristol · **Salary**: Up to £25,000 · **Reference Number**: 6966 · Are you an experienced IFA Admin looking for your next challenge? · Recruit UK are working on an excellent opportunity for an adm ...


  • atomos Bristol, United Kingdom

    **5mth Fixed Term Contract which could lead to a permanent opportunity** · **Career** · You are a graduate who has had a taste of Financial Planning, either in summer jobs or a placement year. In honesty, this role is skilled administration, but we see it as a springboard to a ca ...


  • Recruit UK Bristol, United Kingdom

    **Job Title**: Senior Client Administrator · **Industry**: Financial Services · **Location**:Bristol · **Salary**: Up to £32,500 · **Job Reference**:7773 · Are you an experienced Administrator within the Financial Services industry looking for a new challenge? · Do you have relat ...


  • Templegate Bristol, United Kingdom

    **TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: Senior Administrator · **Location**: Bristol · **Benefits**: · - Group Life Cover · - Group Income Protection · - Workplace Pension Plan · - Private Medical Insurance · - Health Cash Plan · ...

  • Alexander Mae South West Ltd

    Claims Handler

    1 week ago


    Alexander Mae South West Ltd Bristol, United Kingdom

    **Complaints / Claims Resolution Advisors** · **Financial Services experience working towards Level 4 Diploma or equivalent** · **Competitive Salary + Up to 25% Performance Bonus + Superb Benefits** · **HYBRID WORKING (ideally 2 days office / 3 days home)** · **Locations availabl ...


  • Vision-FS Recruitment Cardiff, United Kingdom Part time, Full time

    Financial Advisor | Independent Financial Advisor · £100,000 - £250,000 | Un-Capped Earnings · Nationwide Roles · YOUR NEW COMPANY · A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor's across the UK. · A regulate ...


  • Resource Matters Ltd Bristol, United Kingdom

    Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice ...