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IFA Administrator

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Location

Cardiff

Salary £25000 - £28000
TypePermanent
WorkplaceOn-Site
Ref84029

Recruiter Managing This Role

We are assisting a client based in Cardiff in hiring an IFA Administrator due to team growth. They are looking for someone ambitious and driven to join their reputable Financial Services Practice which provides a financial planning and investment management service.
You will get to work on complex cases over time and broaden your knowledge/ experience by having a varied workload.

Salary Expectations:

£25,000 – £28,000 depending on experience and knowledge. 

Responsibilities:

  • Provide administrative support to our team of Financial Planners
  • Assist in the preparation and processing of client documentation.
  • Maintain client records and ensure data integrity.
  • Liaise with clients and external parties, providing excellent customer service.
  • Assist in the preparation of financial reports and client presentations.
  • Manage appointment scheduling and calendar coordination for Financial Planners
  • Handel general office duties and ad-hoc tasks to support the team.

Qualifications:

  • Previous experience as an IFA Administrator.
  • Knowledge of financial planning products and service is highly desirable.
  • Strong organizational skills with great attention to detail.
  • Excellent communication and interpersonal skills.
  • Proficiency in MS Office (Word, Excel & Outlook).
  • Experience with wrap platform and Intelligent Office desirable.
  • The ability to work independently and as part of a team.

What’s next?

Apply today to be considered for this IFA Administrator opportunity. If this specific Financial Adviser Administrator vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. 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, IFA Administrator, IFA admin, financial service administrator, financial service support, financial planning administrator, junior paraplanner, adviser support

Back To IFA Administrator Job Description

Application For IFA Administrator