Ifa Administrator

1 week ago


Cardiff, United Kingdom MB Fitzgerald Full time

MB 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 to their clients.

You will be responsible for; Processing New Business, liaising with providers, valuations, LOA's, preparing client meeting packs, maintaining the client database, answering client queries etc.


  • Ifa Administrator

    1 day 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...

  • Ifa Administrator

    4 days ago


    Cardiff, United Kingdom MB Fitzgerald Full time

    We 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,...

  • Ifa Administrator

    1 day 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...

  • IFA Administrator in Cardiff

    Found in: beBee S GB - 3 weeks ago


    Cardiff, United Kingdom Heat Recruitment Full time

    We 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...

  • IFA Administrator in Cardiff

    Found in: beBee jobs GB - 2 weeks ago


    Cardiff, Cardiff, United Kingdom Heat Recruitment Full time

    We 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...


  • Cardiff, United Kingdom mbf. Full time

    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 consistentlyover the past 5 years. They are looking for an experienced Administrator who can provide support to the...


  • 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...


  • Cardiff, United Kingdom Ortus PSR Full time

    Have you been working in administration in Financial Services and are looking to make your next move? I am currently working with an excellent Independent Financial Planning company in Central Cardiff who are looking for a Personal Assistant to join their team! The role is to provide high quality support to one of the Directors and one of the Advisers,...