Current jobs related to IFA Administrator - Cardiff, Cardiff - Finlink Ltd

  • Financial Planning Administrator

    3 weeks ago

    Cardiff, Cardiff, United Kingdom mbf. Full time

    Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at mbf. As a key member of our financial planning division, you will play a pivotal role in supporting the development and success of our financial planning proposition.Key Responsibilities:Provide administrative support to...

  • Financial Planning Administrator

    4 weeks ago

    Cardiff, Cardiff, United Kingdom mbf. Full time

    Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at mbf. As a key member of our financial planning division, you will play a pivotal role in supporting the development and success of our financial planning proposition.Key Responsibilities:Provide administrative support to...

  • Finance Administrator Position

    5 days ago

    Cardiff, Cardiff, United Kingdom Finlink Ltd Full time

    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...

  • Financial Planning Administrator

    4 weeks ago

    Cardiff, Cardiff, United Kingdom mbf. Full time

    Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at mbf. As a key member of our financial planning division, you will play a pivotal role in supporting the development and success of our financial planning proposition.Key Responsibilities:Provide administrative support to...

  • Financial Planning Administrator

    4 weeks ago

    Cardiff, Cardiff, United Kingdom mbf. Full time

    Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at mbf. As a key member of our financial planning division, you will play a pivotal role in supporting the development and success of our financial planning proposition.Key Responsibilities:Provide administrative support to...

  • Financial Planning Assistant

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Fram Executive Search Limited Full time

    Join Our Team as a Financial Planning AssistantWe are partnering with a boutique, chartered financial planning firm located in the UK. As a growing and dynamic practice, they are seeking an ambitious individual with a foundational knowledge of financial planning, who is eager to progress into a Trainee Paraplanner role, with the potential to advance into a...

  • Financial Planning Assistant

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Fram Executive Search Limited Full time

    Join Our Team as a Financial Planning AssistantWe are partnering with a boutique, chartered financial planning firm located in the UK. As a growing and dynamic practice, they are seeking an ambitious individual with a foundational knowledge of financial planning, who is eager to progress into a Trainee Paraplanner role, with the potential to advance into a...

  • Financial Planning Assistant

    3 weeks ago

    Cardiff, Cardiff, United Kingdom Recruit UK Full time

    Job Title: Junior ParaplannerIndustry: Financial PlanningLocation: CardiffSalary: £28,000 - £34,000Job Description:Recruit UK is working with a Financial Planning company in Cardiff to find a Junior Paraplanner to join their team.The ideal candidate will have experience working in a Financial Planning firm and be looking to take the next step in their...

  • Financial Planning Assistant

    3 weeks ago

    Cardiff, Cardiff, United Kingdom Recruit UK Full time

    Job Title: Junior ParaplannerIndustry: Financial PlanningLocation: CardiffSalary: £28,000 - £34,000Job Description:Recruit UK is working with a Financial Planning company in Cardiff to find a Junior Paraplanner to join their team.The ideal candidate will have experience working in a Financial Planning firm and be looking to take the next step in their...

  • Ifa Administrator

    4 months ago

    Cardiff, United Kingdom Finlink Ltd Full time

    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...

  • Ifa Administrator

    4 months ago

    Cardiff, United Kingdom Recruit UK Full time

    **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...

  • Ifa Administrator

    5 months ago

    Cardiff, United Kingdom Recruit UK Full time

    **Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Cardiff **Salary**: £25,000 - £28,000 **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...

  • Ifa Administrator

    5 months ago

    Cardiff, United Kingdom Recruit UK Full time

    **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...

  • Ifa Administrator

    4 months 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,...

  • Commissions Administrator

    5 months ago

    Cardiff, United Kingdom Finlink Ltd Full time

    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...

  • Financial Services Administrator

    5 months ago

    Cardiff, United Kingdom NTM Financial Services Ltd Full time

    **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...

  • Ifa Administrator

    5 months ago

    Cardiff, United Kingdom Hugh James Full time

    **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,...

  • Compliance Administrator

    5 months ago

    Cardiff, United Kingdom Finlink Ltd Full time

    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...

  • Professional Support

    5 months ago

    Cardiff, United Kingdom Finlink Ltd Full time

    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...

  • Football Coach

    5 months ago

    Cardiff, United Kingdom Pro-Football Academy Ltd Full time

    **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...

IFA Administrator

2 months ago

Cardiff, Cardiff, United Kingdom Finlink Ltd Full time

Job Summary

The company Finlink Ltd is seeking an experienced IFA Administrator to join their team. As a key member of the team, you will be responsible for delivering excellent customer service, submitting new business applications, and tracking progress.

Key Responsibilities

  • Answer client queries and provide timely responses
  • Process policy amendments, including fund switches, withdrawals, and top-ups
  • Prepare valuations and organize client review packs
  • Submit new business applications and track progress

Requirements

  • Proficient in using X-Plan
  • Experience in a similar role
  • Excellent communication and customer service skills

Benefits

  • Competitive salary up to £38,000
  • Remote working opportunities
  • 25 days holiday + bank holidays
  • Pension scheme
  • Death in service available after probation period
  • Sick pay
  • Income protection

About the Company

Finlink Ltd is a Cardiff-based, FCA-regulated, growing IFA Network. They are a robust, institutionally backed, mission-driven group with a diverse, supportive, and highly experienced team.