Jobs
>
Cardiff

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

    Default job background
    Description
    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 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 meetings
    • Sending out LOA's
    • Liaising with both client and product provider
    • Ensuring the back office systems are up to date
    • General administration duties

    Benefits:

    • Competitive salary of up to £28,000
    • 25 days annual leave
    • Christmas closure
    • Discretionary bonus
    • Hybrid working
    • Work alongside other Administrators for support
    • Professional 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

  • Recruit UK

    Ifa Administrator

    6 days ago


    Recruit UK Cardiff, United Kingdom

    **Job Title**: IFA Administrator · **Industry**: Financial Planning · **Location**:Cardiff · **Salary**: £25,000 - £28,000 · **Job Reference**:9024 · Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardi ...

  • Clever-HR

    Ifa Administrator

    2 weeks ago


    Clever-HR Cardiff, United Kingdom

    We have a fantastic IFA Administrator opportunity within a "Boutique" Financial Services firm in Cardiff. Central to their culture is the principle of independent financial advice. This is an extremely busy office, so the successful IFA Administrator mustbe self-motivated, consci ...

  • mbf.

    Ifa Administrator

    2 weeks ago


    mbf. Cardiff, United Kingdom

    We are working with a well-established, boutique firm of Independent Financial Advisers just north of Cardiff to recruit an IFA Administrator. Our client is very successful & growing, they provide fully independent and personalised advice to a portfolioof clients across Wales & t ...

  • Ortus PSR

    Ifa Administrator

    2 weeks ago


    Ortus PSR Cardiff, United Kingdom

    You will be joining a team of experienced IFA Administrators who will help develop your knowledge, the starting salary is up to £24,000 · **Responsibilities**: · - Support financial advisors with various administrative tasks such as preparing client files and updating client info ...

  • MB Fitzgerald

    Ifa Administrator

    6 days ago


    MB Fitzgerald Cardiff, United Kingdom

    Mbf recruitment are working with an established and well respected Independent Financial Advisers based in the centre of Cardiff to recruit an additional IFA Administrator. The Financial Planning division is part of a much larger and very successful organisation, the two division ...

  • Ortus PSR

    Ifa Administrator

    1 week ago


    Ortus PSR Cardiff, United Kingdom

    Highly successful IFA firm seeking experienced Administrator for their Cardiff office, to support a wide range of financial planning services to individual clients, companies and trustees across South Wales and South West of England. · Based in a modern open plan office working w ...

  • Recruit UK

    Ifa Administrator

    2 weeks 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 ...

  • MB Fitzgerald

    Ifa Administrator

    6 days ago


    MB Fitzgerald Cardiff, United Kingdom

    MB Fitzgerald are currently working with a leading firm of Chartered Financial Planners who are looking to add to their existing support team. This company are well established in the area and focus on providing advice to HWN and UHNW clients. · They are keen to add an experience ...

  • mbf.

    Ifa Administrator

    2 weeks ago


    mbf. Cardiff, United Kingdom

    Mbf recruitment are working with an established and well respected Independent Financial Advisers based in the centre of Cardiff to recruit an additional IFA Administrator. The Financial Planning division is part of a much larger and very successful organisation,the two divisions ...

  • Recruit UK

    Ifa Administrator

    2 weeks ago


    Recruit UK Cardiff, United Kingdom

    **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 ba ...

  • MB Fitzgerald

    Ifa Administrator

    1 day ago


    MB Fitzgerald Cardiff, United Kingdom

    We are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team on the outskirts of Cardiff. The business has a fantastic reputation and have grown consistently over the past 5 years. They are looking for ...

  • Hugh James

    Ifa Administrator

    2 weeks ago


    Hugh James Cardiff, United Kingdom

    **Background** · Our Independent Financial Advisers work alongside Hugh James lawyers, which mean clients benefit from the experience of a UK top 100 law firm that's over 50 years old. · Our independent financial advisers provide bespoke solutions on all aspects of financial plan ...

  • Waverley Court Consulting Ltd

    Ifa Administrator

    4 days ago


    Waverley Court Consulting Ltd Cardiff, United Kingdom

    **IFA Administrator needed in Cathays, Cardiff** · **The Role**: · An exciting position has become available for an Office administrator as part of our team in Cardiff based office with an immediate start. This is an office based position. · The role through the training and deve ...


  • Ortus PSR Cardiff, United Kingdom

    **Salary**: £26,000 - £28,000 · As a Financial Services Administrator, you will be responsible for day-to-day client management, processing investment trades, fund switches, and contribution/income requests and adjustments. You will also be liaising with clients, product provider ...


  • MB Fitzgerald Cardiff, United Kingdom

    We are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team based just on the outskirts of Cardiff centre. The business has a fantastic reputation and have grown consistently over the past 5 years. Th ...


  • mbf. Cardiff, United Kingdom

    We are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team based just on the outskirts of Cardiff centre. The business has a fantastic reputation and have grown consistentlyover the past 5 years. The ...

  • GCB Recruitment

    Ifa Administrator

    3 weeks ago


    GCB Recruitment Bristol, United Kingdom

    We are currently looking for an experienced IFA Administrator to join our clients, an established wealth management firm in the Bristol area. This has prime responsibilities for the provision of administration services to the company. This role will be supportingone of our experi ...

  • Recruit UK

    Ifa Administrator

    1 week ago


    Recruit UK Bristol, United Kingdom Part time

    **Job Title: IFA Administrator - Part-time** · **Industry: Wealth Management** · **Location: Bristol** · **Salary: £26,000 - £30,000** · **Job reference**: · Do you have previous financial planning administration experience and seeking your next role? · Recruit UK are proud to be ...

  • Recruit UK

    Ifa Administrator

    1 week ago


    Recruit UK 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 - £30,000** · **Job reference: 9019** · Are you an IFA Administrator with aspirations to become a Financial Plan ...

  • Recruit UK

    Ifa Administrator

    1 week ago


    Recruit UK Bristol, United Kingdom

    **Job Title: IFA Administrator** · **Industry: Wealth Management** · **Location: Bristol** · **Salary: up to £28,000 (higher negotiable dependent on experience)** · **Job reference: 8906** · **Do you want to work for a firm who truly value your work - life balance, as well as car ...