Ifa Administrator

This role is for those who want a varied role and can shape what they want the role to look like. You will be working with an IFA in South Wales area who have administration, paraplanning, office management and mortgage administration needs and they are looking for someone to who wants to grow within the business. This person can develop into any of those areas that they prefer and the firm will support them with a long term growth path.

**The Business**

The firm is a wealth advisory businesses who offer advice on pensions, investments, protection, mortgages, etc. They have a niche clientele and focus on those within the medical field. They are directly authorised and are an established business, operating for over 15 years. The firm have over 10 advisors and an administration team to support them, who they are looking to add to

**The Role**

Working as an administrator within this firm will see you carrying out a range of duties. The firm are looking for administration help within both the wealth and mortgage side and so that will include work such as processing new business, speaking with providers, helping clients with queries, etc. The role can also develop long term into a range of options, depending on what you are looking for, whether that's office management or paraplanning. The firm will support you in taking the level four qualification if that is something you're looking to do as well.

**Benefits**
- A salary of up to £35,000
- Pension scheme
- Holidays
- Office based - surrounded by a team to support you
- Support in gaining the level four qualification in financial advice
- A growth/development path within a quality IFA practice

**Requirements**:
The firm are open to speaking with a range of people, whether you're an experienced IFA administrator or paraplanner, or someone who is new to financial services but is keen to learn and progress

**Application**

**Salary**: £25,000.00-£35,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Sick pay

Schedule:

- Monday to Friday

Application question(s):

- Do you have administration experience?
- Do you have experience working within financial services?

Work Location: In person

Reference ID: 17750069522