IFA Administrator
3 days ago
This hybrid-based IFA Administrator job in Cardiff is suitable for an individual experienced within financial planning, keen to join a growing company. You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. Responsibilities Providing proactive support to their Financial Advisors Managing the Financial Advisor's diary and arranging client meetings Contacting clients through various methods to ensure the advice process is not held up Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process Prepare meeting packs and information ahead of client appointments Process new business Key illustrations, projections and valuations Requirements You should have experience as an Administrator within a financial planning firm You should have good knowledge of financial planning processes and how a Financial Advisor operates You should be comfortable and confident when contacting clients Company This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Benefits Salary of £28,000 - £30,000 depending on experience Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Location Cardiff Call us now on 0208 0044 154 or click Apply Liability and Disclaimer: Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. #J-18808-Ljbffr
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IFA Administrator
5 days ago
Cardiff, United Kingdom Premier Jobs UK Full timehis hybrid-based IFA Administrator job in Cardiff is suitable for an individual experienced within financial planning, keen to join a growing company You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey. The business values the role you play...
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IFA Administrator
3 weeks ago
Cardiff, United Kingdom Premier Jobs UK Limited Full timeThis hybrid-based IFA Administrator job in Cardiff is suitable for an individual experienced within financial planning, keen to join a growing company You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey. The business values the role you play...
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IFA Administrator
4 weeks ago
Cardiff, United Kingdom Premier Jobs UK Limited Full timeThis hybrid-based IFA Administrator job in Cardiff is suitable for an individual experienced within financial planning, keen to join a growing company You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey. The business values the role you play...
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IFA Administrator
3 weeks ago
Cardiff, United Kingdom Premier Jobs UK Full timeThis hybrid-based IFA Administrator job in Cardiff is suitable for an individual experienced within financial planning, keen to join a growing company You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey. The business values the role you play...
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Ifa Administrator
1 day ago
Cardiff, United Kingdom Finlink Ltd Full timeAre 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...
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Ifa Administrator
1 week ago
Cardiff, United Kingdom mbf. Full timeMB 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...
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Ifa Administrator
5 days ago
Cardiff, United Kingdom MB Fitzgerald Full timeWe 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,...
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Ifa Administrator
2 weeks ago
Cardiff, United Kingdom Templegate Full time**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Administrator **Location**: Cardiff **Benefits**: Competitive salary, Pension, Progression. Non contributory Death in Service Scheme, Non contributory Income Protection Scheme, 33 Days Holiday (inc. Bank Holidays) **Salary**: £22,000 to £25,000 depending on...
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Ifa Sales Support Administrator
1 day ago
Cardiff, United Kingdom mbf. Full timeWe 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...
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Ifa Sales Support Administrator
2 weeks ago
Cardiff, United Kingdom MB Fitzgerald Full timeWe 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 consistently over the past 5 years. They are looking for an experienced Administrator who can provide support to the...
