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Ifa Administrator
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Cardiff, United Kingdom Finlink Ltd Full timeAre 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...
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Ifa Administrator
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Ifa Administrator
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IFA Administrator
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Cardiff, United Kingdom Finlink Ltd Full timeIFA 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,...
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IFA Administrator
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Ifa Administrator
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Cardiff, United Kingdom MB Fitzgerald Full timeMB 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...
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Ifa Administrator
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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...
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Ifa Administrator
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Cardiff, United Kingdom MB Fitzgerald Full timeWe 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,...
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IFA Administrator
1 week ago
Cardiff, Cardiff, United Kingdom Finlink Ltd Full timeJob 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,...
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IFA Administrator
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Cardiff, Cardiff, United Kingdom Finlink Ltd Full timeJob 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,...
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Commissions Administrator
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Cardiff, United Kingdom Finlink Ltd Full timeAre 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...
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Cardiff, Cardiff, United Kingdom Capio Recruitment Financial Planning Full timeIFA 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...
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Cardiff, Cardiff, United Kingdom Capio Recruitment Financial Planning Full timeIFA 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...
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IFA Admin
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Cardiff, United Kingdom Fram Search Full timeWe 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...
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IFA Admin
7 days ago
Cardiff, United Kingdom Fram Search Full timeWe 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...
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IFA Admin
7 days ago
Cardiff, United Kingdom Fram Search Full timeWe 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...
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IFA Admin
7 days ago
Cardiff, United Kingdom Fram Search Full timeWe 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...
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IFA Admin
7 days ago
Cardiff, United Kingdom Fram Search Full timeWe 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.Increase...
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Financial Planning Administrator
4 months ago
Cardiff, United Kingdom Recruit UK Full time**Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Cardiff **Salary**: £24-28,000 **Job Reference**:7805 Recruit UK is working on an excellent opportunity for an IFA Administrator, who wants to progress into Paraplanning! The firm has decades of experience providing Financial Advice to clients across South Wales, offering a...
Ifa Administrator
4 months ago
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 work closely together which has resulted in excellent growth.
They are now seeking to recruit an Administrator to join their busy back-office support team. In this role you will work closely with Financial Advisers, Paraplanners and the companies' clients. You will be a vital part of the team and will be a first point of contact for clients.
You will be provided full in-house support & training from the Office Manager and senior members of the team. The client also offers full support for market exams along with excellent scope to progress within the company. Hybrid working is available should you want it, split between the office & home.
