Administrator - Cardiff, United Kingdom - Acorn Recruitment And Training

Tom O´Connor

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Tom O´Connor

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Description
Administrator - Boutique IFA
Cardiff
Up to £26,000 per annum


Benefits:


  • Contributory pension
  • Death in Service
  • Income Protection Scheme
  • Onsite parking
  • Currently operating a hybrid working model
Our client is an established Boutique Independent Financial Advisory company specialising in clients with assets of £250k or more.

They offer a highly personalised service to a select group which include individual private clients, private corporate and publiccompanies and trusts.

In this role you will support the Operations Manager providing sales support services and general administrative duties.
To be considered for the role you will need previous experience of working in a Independent Financial Advisory business. Therefore you will understand the processes involved and used the same or similar IT packages.

The office is very busy so you will need to be extremely hardworking, diligent and driven to be successful in this role.

Professional, articulate communication are a must.

For those looking to progress, there are several career paths you can undertake including paraplanning or as a trainee Financial Adviser.

Acorn Recruitment acts as an employment agency for permanent recruitment.

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