IFA Administrator

  • Shortlist
Location Penarth , Monmouthshire
Sector Financial Services
Salary £18,000 - £22,000 Per Annum
Type Permanent
Consultant Michael Garrett
Ref 51871

The Client

 

 

Ever wanted to escape your mundane office surroundings? How about working in a converted cinema with a minimalistic and modern feel? My client is a small but highly reputable advisory practice based just south of Cardiff. In the past year they have taken on number of clients through word of mouth, due to the highly valued service they provide to their clients, of whom they have lost just 1 in the past 10 years.

 

 

The Opportunity

 

 

Due to organic growth within the business my client has developed the need for an experienced IFA Administrator to work alongside a Paraplanner and one of the Directors of the business. This is a fantastic opportunity for an experienced Administrator to join a client focused, tight knit team, currently in the stages of major development.

 

 

What’s needed for me to be considered?

 

 

Experience working within an IFA environment

Experience Dealing with Pension and Investment products

Any financial planning qualifications are preferable

 

What next?

 

 

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

 

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

 

Job Synonyms: Sales Support, IFA Admin*, Financial Services Admin*, Wealth Management Admin*