Ifa Administrator

Are you an experienced IFA Administrator proficient in using X-Plan? If so this opportunity to join a dynamic and growing financial advisory services group who are based in Cardiff is for you! Our client are an FCA-regulated IFA Network operating since 2002 that supports a network of Independent Financial Advisers (IFAs) and IFA businesses across the...

**Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Cardiff **Salary**: £28,000 - £32,000 **Job Reference**:9024 Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise in...

We are seeking an Administrative Professional for IFA Support at Templegate Recruitment Limited to join our team. This role requires a highly organized individual with a passion for finance and administration. The successful candidate will have at least 5 years of experience in an IFA administrative role and will be responsible for providing administrative...

**Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Cardiff **Salary**: £23-25,000 **Job Reference**:8149 Our client is a UK wide financial planning firm, who offer holistic financial planning for clients across South Wales. As their client base continues to grow, they are looking to grow their back office team and bring on...

Are you an organised Administrator with previous experience within an Accountancy setting? If so this opportunity to join a dynamic and growing financial advisory services group who are based in Cardiff is for you! Our client are an FCA-regulated IFA Network operating since 2002 that supports a network of Independent Financial Advisers (IFAs) and IFA...

**Are you a Financial Services Administration Professional?** Due to continued success in providing advice to both Private and Corporate clients, this successful IFA practice now needs a professional, organised and disciplined Financial Services Administrator. You will need to deliver excellent customer service to a wide range of customers. Key...

About the RoleWe are seeking an experienced IFA Administrator to join our team at Finlink Ltd.Key ResponsibilitiesDeliver excellent customer service and answer client queriesSubmit new business applications and track their progressProcess policy amendments, prepare valuations, and organize client review packsBenefitsCompetitive salary of up to £38,000...

**Background** Our Independent Financial Advisers work alongside Hugh James lawyers, which mean clients benefit from the experience of a UK top 100 law firm that’s over 50 years old. Our independent financial advisers provide bespoke solutions on all aspects of financial planning for both private and corporate clients including but not limited to,...

The role of a Senior Financial Services Coordinator at Templegate Recruitment Limited is to provide high-level administrative support to financial advisers. With a strong background in pensions and investments, this detail-oriented professional will be responsible for maintaining up-to-date client records within Intelligent Office (IO) and processing new...

The Compliance and Operations Specialist role at Templegate Recruitment Limited requires a highly organized and detail-oriented individual with a strong background in pensions and investments. The successful candidate will have at least 5 years of experience in an IFA administrative role and will be responsible for maintaining up-to-date client records...

This role is for you if you have experience within a regulated industry and are looking for a compliance role within a financial services group. Within the role you will undertake a comprehensive training program and have support from the preexisting team. In this hybrid role, which is 4 days a week at home and 1 day in the office, they offer a salary of up...

A great opportunity for an IFA administrator in a wealth management firm near Cardiff. A family feel team who value employee well-being greatly. They have recently adopted a 4 day working week, 30 hours, whilst paying full time salaries. The firm are happy to support you in gaining qualifications, if you wish, to give you a great understanding of the...

ParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...

ParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...

Job DescriptionWe are seeking a skilled Paraplanner to join our team at Heat Recruitment.Estimated Salary: £35,000 per annumThis is a hybrid working role based in Cardiff.Key Responsibilities:Build and maintain strong relationships with clients, ensuring effective communication and tailored support.Maintain compliance with terms and conditions, as well as...

Job Description Paraplanner Up to £35,000 Hybrid working Cardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered to Meet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish...

ParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...

**Pro-Football Academy** Based Nationwide, The Largest Coaching Provider in the UK is recruiting! We operate a ‘**player-centred**’ approach that delivers coaching and guidance on a more individual basis, so that every player can learn and develop at their own pace over the long term. We strive to create a professional environment where our players...