Ifa Administrator - Cardiff, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Cardiff, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Are you ready to take your Financial Administration skills to new heights? Look no further We have an exciting opportunity for a Financial Administrator to join a market-leading Wealth Management Company in Cardiff.


Join a highly successful and established administration team and be part of company with a reputation for excellence and has a history of developing their employees and providing the opportunity to progress.

Competitive salary range £22,000 - £26,000 based on your experience and qualification

Generous benefits package, including 25 days of holiday, Birthday Leave, Life Assurance, Pension

As a Financial Administrator, you'll play a crucial role in our team's success.


Your responsibilities will include:
Managing client queries related to pensions, investments, and protection.

Coordinating with product providers and supporting general office administration.

Handling client correspondence, both written and verbal.

Processing new business and preparing client review packs.

Assisting in arranging client meetings and managing the Adviser's diary.


Requirements:


To thrive in this role, you should have:
Essential previous experience working in a Financial Planning firm.

Familiarity with Model Portfolios/DFMs would be beneficial.
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