Ifa Administrator

3 weeks ago

Cardiff, United Kingdom MB Fitzgerald Full time

We 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 all of their clients very well which enables them to provide the highest quality advice possible. They are a friendly business that truly value their staff.

They are seeking to recruit an additional Administrator to join their support team. In this role you will be responsible for providing support to the companies Directors, Financial Advisers & Paraplanners, you will also have regular contact with the companies clients. Ideally you will come from a Financial Planning/Wealth background, however the client will also consider individuals with wider Financial Services experience.

The client offers a stable working environment where you will be provided high quality on the job training, support for market exams etc. They are offering a very competitive basic salary plus generous bonuses and company benefits - they also give all of their staff Friday afternoons off, all year round

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