IFA Administrator
other jobs Recruit UK
Added before 7 Days
- Wales,Cardiff
- Full Time, Permanent
- £28,000 - £34,000 per annum
Job Description:
Full job descriptionJob Title: IFA Administrator
Industry: Financial Planning
Location: Cardiff
Salary: up to £34,000
Job Reference: 10485
Job Description:
Recruit UK are working on an exciting opportunity for an Administrator to join a Financial Planning firm in Cardiff.
Our client is an independent financial planning firm, who specialise in offering advice to clients across South Wales region. As their office and client base continues to grow, they are looking to bring on an administrator to join the back office team. There is ample opportunity to progress your career within the industry too, so regardless what you are looking for, this could be the perfect role for you!
Duties:
*Supporting the advisers in preparing for annual reviews and new business
*Putting together new business packs
*Supporting with valuations and quotations
*Updating the back office system
*General administration e.g. scanning, filing, answering the phone, greeting client
Benefits:
*Competitive salary of up to £34,000 (DOE)
*Flexible benefits scheme
*25 days annual leave
*Birthday day off
*Hybrid working (if more experienced)
*Death in service
*5% pension contribution
*Training opportunity to progress career
*Exam funding and support
*Cycle to work scheme
Skills and experience required:
*Experience working in financial services e.g. IFA, banking, insurance or similar
*Ideally understanding of the financial planning process
*Good communication and IT skills
Industry: Financial Planning
Location: Cardiff
Salary: up to £34,000
Job Reference: 10485
Job Description:
Recruit UK are working on an exciting opportunity for an Administrator to join a Financial Planning firm in Cardiff.
Our client is an independent financial planning firm, who specialise in offering advice to clients across South Wales region. As their office and client base continues to grow, they are looking to bring on an administrator to join the back office team. There is ample opportunity to progress your career within the industry too, so regardless what you are looking for, this could be the perfect role for you!
Duties:
*Supporting the advisers in preparing for annual reviews and new business
*Putting together new business packs
*Supporting with valuations and quotations
*Updating the back office system
*General administration e.g. scanning, filing, answering the phone, greeting client
Benefits:
*Competitive salary of up to £34,000 (DOE)
*Flexible benefits scheme
*25 days annual leave
*Birthday day off
*Hybrid working (if more experienced)
*Death in service
*5% pension contribution
*Training opportunity to progress career
*Exam funding and support
*Cycle to work scheme
Skills and experience required:
*Experience working in financial services e.g. IFA, banking, insurance or similar
*Ideally understanding of the financial planning process
*Good communication and IT skills
Job number 4093417
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
At Recruit UK, we do more than just find you a job, we guide you every step of the way to ensure you secure the right role for you. With over 18 years...