Ifa Sales Support Administrator
2 weeks ago
We are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team based just on the outskirts of Cardiff centre. 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, Financial Advisers and the overall business.
Key tasks and responsibilities within this role will include:
- Working closely with the firms Financial Advisers & Paraplanners
- Speak with clients on a regular basis to provide updates and help with any questions/queries
- Liaise with third parties
- Obtaining details of client holdings
- Maintaining records and databases
- Preparing letters
- Generating investment valuations
- Producing compliant illustrations and quotations
- Preparing review packs for client meetings
- Assisting with the implementation of investment advice via electronic platforms
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Ifa Sales Support Administrator
7 days ago
Cardiff, United Kingdom mbf. Full timeWe are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team based just on the outskirts of Cardiff centre. The business has a fantastic reputation and have grown consistentlyover the past 5 years. They are looking for an experienced Administrator who can provide support to the...
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Ifa Administrator
4 days ago
Cardiff, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: IFA Administrator** **Location: Cardiff** **Salary: £22,000 - £25,000** **The Company**: The opportunity to join a well-established firm of Independent Financial Advisors based in Cardiff. They provide specialist advice on Investments, Pensions, mortgages and protection, helping clients to manage their finances and making the process easy...
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Ifa Administrator
2 weeks ago
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
6 days ago
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
4 days ago
Cardiff, United Kingdom MB Fitzgerald Full timeWe are working with a well-established, boutique firm of Independent Financial Advisers just north of Cardiff to recruit an IFA Administrator. Our client is very successful & growing, they provide fully independent and personalised advice to a portfolio of clients across Wales & the South West. As a business they have a unique approach to advice, knowing...
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IFA Administrator in Cardiff
Found in: beBee S GB - 3 weeks ago
Cardiff, United Kingdom Heat Recruitment Full timeWe 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...
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IFA Administrator in Cardiff
Found in: beBee jobs GB - 3 weeks ago
Cardiff, Cardiff, United Kingdom Heat Recruitment Full timeWe 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...
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Sales Support Administrator
5 days ago
Cardiff, United Kingdom St David Recruitment Services Ltd Full time**Sales Support Administrator** **Cardiff** **Salary £23,500 - £25,000 DOE** **Full Time - Permanent** **Monday - Friday** **PEM813** Our client in Cardiff is looking for a Sales Support Administrator to join their busy team. **Benefits** - Company events - Company pension - Flexitime - Private medical insurance - Death in service (5 times...
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Business Support Administrator
2 days ago
Cardiff, United Kingdom Resource Matters Ltd Full timeMy client is a high profile IFA who is continuing to grow and has exciting plans for the future. Due to their growth plans they have an opportunity for an additional Administrator to join their Professional Support team. Brief description of role and responsibilities: Duties and Responsibilities: - Send Letters of Authority and Change of Servicing Letters...
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Finance and Sales Support Administrator
5 days ago
Cardiff, United Kingdom Vibe Recruit Full timeJob Title: - Finance and Sales Support Administrator- Contract Type: - Permanent- Location: - Cardiff- Industry: - Administration and Office Support- Reference: - HQ877_1675782085- Contact Name: - Naomi Gibbs- - Job Published: - 07 February 2023 Job Description Vibe Recruit's client, based on the outskirts of Cardiff, are looking to recruit a Finance and...
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Sales Administrator
4 days ago
Cardiff, United Kingdom Zenith People Full timeThis is an excellent opportunity for a Sales Administrator to join a UK’s leading telecommunications business in their Cardiff office. You will be joining a growing company who can offer a defined career development path which allows you to grow, as they do. In this role, you will primarily be responsible for supporting the company’s sales team with...
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Equipment Sales Support Administrator
2 days ago
Cardiff, United Kingdom Brook Street Full time**We have an exciting opportunity for a well organised, methodical Administrator with excellent time management skills to join a very busy sales support team. This is a permanent position just 10 minutes walk from the centre of Cardiff with a superbbenefits package including hybrid flexible working, parking, 25 days hols with the option to buy more,...
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Sales Support Senior Administrator
Found in: Jooble UK C2 - 2 weeks ago
Cardiff, United Kingdom Robert Half Full timeOur mission is to positively change people's lives by finding them the right job and helping companies grow by recruiting the right team. We foster a positive, inclusive work environment, designed to fuel your career. We aim to help you thrive, feel valued, fulfilled in your role and proud to be a part of our organisation. Inclusion - we foster a culture...
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Sales Support Senior Administrator
2 weeks ago
Cardiff, United Kingdom Robert Half Full timeOur mission is to positively change people's lives by finding them the right job and helping companies grow by recruiting the right team. We foster a positive, inclusive work environment, designed to fuel your career. We aim to help you thrive, feel valued, fulfilled in your role and proud to be a part of our organisation. Inclusion - we foster a culture...
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Financial Administrator
4 days ago
Cardiff, United Kingdom Antony George Recruitment Full time**Responsibilities**: - Assist financial advisers and paraplanners with administrative tasks. - Collaborate with the team to optimise internal efficiency and enhance the overall client experience. **Requirements**: - Initiative, dynamism, and a strong work ethic are essential traits. - Dedication and self-motivation are key, as the business operates on a...
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Sales Administrator
6 days ago
Cardiff, United Kingdom BLUEBAY BUILDING PRODUCTS LTD Full timeDue to continuing expansion, we are looking to recruit a person to join our internal sales team in a support role. Possessing excellent communication skills, you will be able to form relationships with our existing customers. **Job Description.** After suitable training, you will have a supporting role within the internal sales team, your duties will...
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Sales Administrator
4 days ago
Cardiff, United Kingdom BLUEBAY BUILDING PRODUCTS LTD Full timeDue to continuing expansion, we are looking to recruit a person to join our internal sales team in a support role. Possessing excellent communication skills, you will be able to form relationships with our existing customers. **Job Description.** After suitable training, you will have a supporting role within the internal sales team, your duties will...
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Sales Support Administrator
Found in: Jooble UK C2 - 2 weeks ago
Cardiff, United Kingdom MarkJames Search Full timeAdmin Support - Cardiff, Perth or Reading (Hybrid working 2 days in office) - £14.02 ph PAYE - 6 month contract with possibility of extension - 37 hours pw I am working with a large energy company who are looking for an administrator to join their team. You will be a team player and great communicator to support the wider team with their admin tasks. ...
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Sales Support Administrator
2 weeks ago
Cardiff, United Kingdom MarkJames Search Full timeAdmin Support - Cardiff, Perth or Reading (Hybrid working 2 days in office) - £14.02 ph PAYE - 6 month contract with possibility of extension - 37 hours pw I am working with a large energy company who are looking for an administrator to join their team. You will be a team player and great communicator to support the wider team with their admin tasks. ...
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Sales Administrator
5 days ago
Cardiff, United Kingdom St David Recruitment Services Ltd Full time**Sales Administrator** **Cardiff** **Temporary** **Salary - £11.28 per hour** **Monday to Friday 9am to 5pm** **Own transport is essential** **TEM921** Our client is looking for an experienced Sales Administrator to join their busy and enthusiastic team a Temporary basis. **Required Skills and Qualifications**: - Relevant experience in a similar...