Member Support Co-ordinator
Cardiff
Office based
Up to £35k
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). Within this role, you will be exposed to all parts of the network's operations, tasked to ensure member firms and their financial advisors are running smoothly. Salary up to £35k.
The Company
The company are an FCA-regulated, growing IFA Network. They are a robust, institutionally backed, mission driven group, with a diverse, supportive, and highly experienced team at a top 100 Financial services firm who have been operating for over 20 years. There will be progression opportunities within the department.
The Role
Whilst someone with IFA Administration experience is best suited to this role, your responsibilities will slightly differ. Within the role you will be supporting the IFA's with X-Plan queries, communicating with product providers, running system reports in preparation for meetings, building and maintaining strong relationships with member firms, dealing with ad hoc queries for Advisors and the network.
The Benefits
- Salary up to £35,000
- 25 days Holiday + Bank Holidays
- Pension scheme
- Death in service available after probation period
- Sick Pay
- Income Protection
- New, modern office with onsite gym
If you think this is of interest to you, we encourage you to take the next step and apply. The process is straightforward - simply submit your CV along with your basic contact information.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator