Ifa Administrator

3 weeks ago


Cardiff, United Kingdom Templegate Full time

**TEMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**

**Job Title**: IFA Administrator

**Location**: Cardiff

**Benefits**: Competitive salary, Pension, Progression. Non contributory Death in Service Scheme, Non contributory Income Protection Scheme, 33 Days Holiday (inc. Bank Holidays)

**Salary**: £22,000 to £25,000 depending on qualifications and experience

**About the Company**:
Our Clients are a "Boutique" Financial Services firm. Central to their culture is the principle of independent financial advice. They offer a wide range of Financial Advisory and Investment Services and are experts in the fields of Advisory Investment, Employee Benefits and Personal Financial Planning Services. They utilise state of the art technology and research systems offering a true independent wealth management advisory service for our client’s financial benefit.

**What Your Day to Day Duties Will Include**:

- Providing assistance and support to the Operations Manager in the delivery of all aspects of general office administration.
- Providing accurate and timely client valuations.
- Providing assistance and support to the Operations Manager in the provision of designated marketing activities.
- Providing assistance and support to the Operations Manager in the provision of Compliance administration activities.
- Providing assistance and support to the Operations Manager in the provision of Employee Benefit administration activities.
- Providing assistance and support to the Operations Manager in the ongoing Health and Safety needs of the office.
- Delivering agreed project activities as designated by the Operations Manager
- Delivering agreed IT hardware and software systems projects to meet the needs of the business.
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets.
- Promoting the profile of the business within the profession and wider communities.
- Continuous professional development to meet personal development needs.

**What is Needed to Be Considered**:

- Previous experience working for an Independent Financial Advisers is essential.
- Being a driven and hardworking individual
- Confident communication and interpersonal skills
- Manage own workflows and work well in a team.
- Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for_

**Job Types**: Full-time, Permanent

Pay: £22,000.00-£25,000.00 per year

**Benefits**:

- On-site parking
- Work from home

Schedule:

- Monday to Friday
- No weekends

Work Location: One location

Reference ID: 1518


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