IFA Administrator

IFA Administrator

Hybrid working

Cardiff 

up to £30,000 

Experience

5+ years experience in a wealth management / financial planning / IFA firm.

Familiarity with Intelligent Office software

Working in an administration team

Principal duties

Working closely with adviser and paraplanner

Plan administration

Client and provider correspondence

Annual review preparation and client reports

Commission query resolution

Skills

Good numeracy

Good written English

Good telephone manner

Comfortable with Excel

Qualities

Team player

Completer-finisher

Attention to detail

Relationship builder

Flexible