Current jobs related to IFA Administrator - Cardiff - Heat Recruitment

  • Ifa Administrator

    3 months ago

    Cardiff, United Kingdom Finlink Ltd Full time

    Are you an experienced IFA Administrator proficient in using X-Plan? If so this opportunity to join a dynamic and growing financial advisory services group who are based in Cardiff is for you! Our client are an FCA-regulated IFA Network operating since 2002 that supports a network of Independent Financial Advisers (IFAs) and IFA businesses across the...

  • Ifa Administrator

    3 months ago

    Cardiff, United Kingdom Recruit UK Full time

    **Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Cardiff **Salary**: £28,000 - £32,000 **Job Reference**:9024 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...

  • Ifa Administrator

    3 months ago

    Cardiff, United Kingdom Recruit UK Full time

    **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 Cardiff. Our client is a long standing financial planning company, who specialise in...

  • IFA Administrator

    3 months ago

    Cardiff, United Kingdom Finlink Ltd Full time

    IFA Administrator Remote working Salary £38k This role is best suited to an experienced IFA Administrator who is proficient in using X-Plan. The company are offering remote working as well as a salary up to £38,000, dependent on experience. The Company The company are a Cardiff based, FCA-regulated, growing IFA Network. They are a robust,...

  • IFA Administrator

    4 weeks ago

    Cardiff, United Kingdom Finlink Ltd Full time

    Member Support Co-ordinator Cardiff Office based Up to £35k This role is best suited to those with 1+ years’ administration experience within a Financial advisory firm and ideally have X-plan experience (Not essential). Within this role, you will be exposed to all parts of the network’s operations, tasked to ensure member firms and their financial...

  • Ifa Administrator

    5 months ago

    Cardiff, United Kingdom MB Fitzgerald Full time

    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 experienced IFA Administrator who can help them continue to provide a first class service...

  • Ifa Administrator

    4 months ago

    Cardiff, United Kingdom Recruit UK Full time

    **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 base continues to grow, they are looking to grow their back office team and bring on...

  • Ifa Administrator

    3 months ago

    Cardiff, United Kingdom MB Fitzgerald Full time

    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 an experienced Administrator who can provide support to the firms Paraplanners,...

  • IFA Administrator

    2 weeks ago

    Cardiff, Cardiff, United Kingdom Finlink Ltd Full time

    Job SummaryThe company Finlink Ltd is seeking an experienced IFA Administrator to join their team. As a key member of the team, you will be responsible for delivering excellent customer service, submitting new business applications, and tracking progress.Key ResponsibilitiesAnswer client queries and provide timely responsesProcess policy amendments,...

  • IFA Administrator

    3 weeks ago

    Cardiff, Cardiff, United Kingdom Finlink Ltd Full time

    Job SummaryThe company Finlink Ltd is seeking an experienced IFA Administrator to join their team. As a key member of the team, you will be responsible for delivering excellent customer service, submitting new business applications, and tracking progress.Key ResponsibilitiesAnswer client queries and provide timely responsesProcess policy amendments,...

  • Compliance Administrator

    3 weeks ago

    Cardiff, Cardiff, United Kingdom Finlink Ltd Full time

    Job Summary The Compliance Operations Supervisor role at Finlink Ltd is a key position within our Financial Services team. As a Compliance Operations Supervisor, you will be responsible for ensuring that all compliance frameworks are met in sufficient time, supporting the compliance team, and liaising with member firm financial advisors. Key...

  • Commissions Administrator

    4 months ago

    Cardiff, United Kingdom Finlink Ltd Full time

    Are you an organised Administrator with previous experience within an Accountancy setting? If so this opportunity to join a dynamic and growing financial advisory services group who are based in Cardiff is for you! Our client are an FCA-regulated IFA Network operating since 2002 that supports a network of Independent Financial Advisers (IFAs) and IFA...

  • Financial Services Administrator

    7 days ago

    Cardiff, Cardiff, United Kingdom Capio Recruitment Financial Planning Full time

    IFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Capio Recruitment Financial Planning. As an IFA Administrator, you will provide seamless back office support to our professional team of advisors, ensuring the smooth operation of our financial services.Key Responsibilities:Prepare for...

  • Financial Services Administrator

    4 days ago

    Cardiff, Cardiff, United Kingdom Capio Recruitment Financial Planning Full time

    IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Capio Recruitment Financial Planning. As an IFA Administrator, you will provide seamless back office support to our professional team of advisors, ensuring the smooth operation of our financial services.Key Responsibilities:Prepare for client meetings and ensure...

  • Financial Services Administrator

    4 days ago

    Cardiff, Cardiff, United Kingdom Capio Recruitment Financial Planning Full time

    IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Capio Recruitment Financial Planning. As an IFA Administrator, you will provide seamless back office support to our professional team of advisors, ensuring the smooth operation of our financial services.Key Responsibilities:Prepare for client meetings and ensure...

  • Financial Services Administrator

    7 days ago

    Cardiff, Cardiff, United Kingdom Capio Recruitment Financial Planning Full time

    IFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Capio Recruitment Financial Planning. As an IFA Administrator, you will provide seamless back office support to our professional team of advisors, ensuring the smooth operation of our financial services.Key Responsibilities:Prepare for...

  • IFA Admin

    2 weeks ago

    Cardiff, United Kingdom Fram Search Full time

    We are partnering with a boutique, chartered financial planning firm located just west of Cardiff. As a growing and dynamic practice, they are seeking an ambitious individual with a foundational knowledge of financial planning, who is eager to progress into a Trainee Paraplanner role, with the potential to advance into a Trainee Advisor position. This...

  • IFA Admin

    2 weeks ago

    Cardiff, United Kingdom Fram Search Full time

    We are partnering with a boutique, chartered financial planning firm located just west of Cardiff. As a growing and dynamic practice, they are seeking an ambitious individual with a foundational knowledge of financial planning, who is eager to progress into a Trainee Paraplanner role, with the potential to advance into a Trainee Advisor position. This...

  • IFA Admin

    2 weeks ago

    Cardiff, United Kingdom Fram Search Full time

    We are partnering with a boutique, chartered financial planning firm located just west of Cardiff. As a growing and dynamic practice, they are seeking an ambitious individual with a foundational knowledge of financial planning, who is eager to progress into a Trainee Paraplanner role, with the potential to advance into a Trainee Advisor position. This...

  • IFA Admin

    2 weeks ago

    Cardiff, United Kingdom Fram Search Full time

    We are partnering with a boutique, chartered financial planning firm located just west of Cardiff. As a growing and dynamic practice, they are seeking an ambitious individual with a foundational knowledge of financial planning, who is eager to progress into a Trainee Paraplanner role, with the potential to advance into a Trainee Advisor position. This...

IFA Administrator

3 months ago

Cardiff, United Kingdom Heat Recruitment Full time

We are working with a successful IFA firm based in Cardiff that is looking to grow its team by taking on an additional Administrator to support its thriving Financial Advisers and Paraplanners.

This is a full-time role. However, part time could be discussed for the right candidate

If you have Administration skills, are comfortable dealing with clients via telephone and have a keen eye for detail get in touch

Responsibilities

  • Dealing with provider and client queries
  • Distribution of authority letters
  • Collating information on a wide range of products (ISA's, Investment Accounts, SIPP's, SSAS etc)
  • Maintenance of client files
  • General administration and servicing

Benefits

  • Company pension
  • Life insurance
  • Training and development opportunities
  • 25 days annual leave + Bank holidays

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms: Client support, Wealth administrator, Finance Administrator, Adviser support