This role is best suited to individuals who have worked within financial services, preferably within an administration role.
Office based role; Up to £28k
You will be supported and trained within the close-knit, friendly office, allowing personal development to flourish and potential progression to paraplanning in the future.
We are currently recruiting for a dedicated, highly organised, and experienced Administrator to join our vibrant, friendly and diverse Underwriting Support Team based in Cardiff.
Although is role is based from our Cardiff office we will consider flexible working to including working from home.
You will have an excellent telephone manner and interpersonal skills, coupled with excellent attention to detail.
This role is best suited to those with 1 years' administration experience within a Financial advisory firm and ideally have X-plan experience (Not essential).
The role is suited to someone with 2 years' experience within the financial advice sector, as an IFA Administrator or within compliance.
Ideally this will be an organised individual who will work with Financial Advisors within member firms to identify the required compliance framework and ensure it is followed through planning and clear conversation.
Posted by Capio Recruitment Financial Planning • £25K/yr to £28K/yr
General
They are looking for an IFA administrator to join their friendly team and provide seamless back office support to their professional team of advisors.
The Company
The opportunity to join a well-established firm of Independent Financial Advisors based in Cardiff.
They provide specialist advice on Investments, Pensions, mortgages and protection, helping clients to manage their finances and making the process easy for everyone.
Posted by Page Personnel Secretarial & Business Support • £28K/yr to £32K/yr
A Probate Administrator is needed to handle complex financial matters, provide administrative support within the Accounting & Finance Department, and deliver exceptional customer service in a professional services environment.
Our client is a well-established firm in the professional services sector.
The role is based in Cardiff and requires a committed team member with a background in probate administration.
Posted by Yolk Recruitment Ltd • £55K/yr to £65K/yr
Are you an experienced and ambitious Senior Finance Manager ready to disrupt the accounting industry?
My client are transforming accounting into a faster, smarter, and more modern service powered by the latest technology-Xero, QuickBooks, Dext, Telleroo, and more.
Their growing team needs innovative minds like yours to push the boundaries of what's possible.