Ifa Administrator

1 week ago


Cardiff, United Kingdom Heat Recruitment Full time

An opportunity has presented itself for a financial services Administrator to join an established financial planning practice in Cardiff.

As well as supporting the Financial Planners and Paraplanners with tasks, you will be required to provide a high level of service to the firm's existing and new clients.

Previous financial services experience is not essential, if you possess the right attitude and a willingness to learn this could be a great way to make a start in a career within Financial Planning.

**Key Responsibilities**
- Interaction with clients by all forms of communication.
- Liaising with providers and other third parties
- Liaise with other members of the team to resolve problems.
- Prepare paperwork for client meetings
- Assist with preparation of client valuations and reviews
- Arrange meetings / book appointments.
- Update and maintain the firm’s records / registers, as required.

**What's on offer?**
- 25 days holiday + bank holidays
- 9% non contributory pension
- Comprehensive private medical insurance
- Financial support with qualifications
- Educational support to help progress your career
- Supportive and family orientated culture

**What next?**

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

**Synonyms**: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Planning Administrator, Financial Services AdministratorIFA A

An opportunity has presented itself for a financial services Administrator to join an established financial planning practice in Cardiff.

As well as supporting the Financial Planners and Paraplanners with tasks, you will be required to provide a high level of service to the firm's existing and new clients.

Previous financial services experience is not essential, if you possess the right attitude and a willingness to learn this could be a great way to make a start in a career within Financial Planning.

Key Responsibilities
- Interaction with clients by all forms of communication.
- Liaising with providers and other third parties
- Liaise with other members of the team to resolve problems.
- Prepare paperwork for client meetings
- Assist with preparation of client valuations and reviews
- Arrange meetings / book appointments.
- Update and maintain the firm’s records / registers, as required.

What's on offer?
- 25 days holiday + bank holidays
- 9% non contributory pension
- Comprehensive private medical insurance
- Financial support with qualifications
- Educational support to help progress your career
- Supportive and family orientated culture

What next?

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Planning Administrator, Financial Services Administrator


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