Pension and Investment Administration Professional
1 week ago
About the Role:
We are seeking an experienced IFA Administrator to join our team in Cardiff. As a key member of our support team, you will play a vital role in ensuring the quality of service is maintained to the highest standards.
Your primary responsibilities will include:
- Processing new business, managing valuations and projections, and maintaining accurate records in the back-office system.
- Handling client and provider communications, including answering calls, preparing suitability documents, and following up on outstanding remuneration.
- Ensuring compliance with company standards, managing post and prioritizing tasks for assigned clients.
- Preparing meeting packs and documentation for client meetings within designated timelines.
What We Offer:
- A competitive salary of £32,000 (dependent on qualifications and experience)
- 30 days' holiday
- Hybrid working
- Growth opportunities into Paraplanning or Advice
- 10% pension
Requirements:
- Experience in Financial Planning Administration providing support to Financial Advisers.
- Solid understanding of Investments to support informed client interactions.
- Knowledge of Intelligent Office is advantageous but not essential.
- Strong organisational skills with an ability to manage multiple tasks efficiently.
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