Ifa Administrator

6 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 an administrator to support.

Duties will include but not limited to:

- Liaising with clients and product providers
- Processing new business and preparing review packs
- Arranging client meeting
- Managing client records on the back office system
- General back office support

**Benefits**:

- Progression to Paraplanning
- Exam funding and support
- Generous pension allowance
- 25 days holiday +/- 5 days
- Birthday off
- Life assurance
- Private medical

**Skills and experience required**:

- Experience working in a Financial Planning firm
- Experience using Intelligent Office ideal
- CII Level 3 in Financial Administration is advantageous

**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial planning firm, looking for a Financial Planning Administrator

**Salary**: £23,000.00-£25,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Financial planning services
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Private dental insurance
- Private medical insurance
- Sick pay

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Cardiff: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Reference ID: 8149


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