IFA Administrator
Hybrid working (2 days in the office)
Up to £32k
Cardiff
This role is best suited to those individuals with 2+ years' experience within an IFA Administration role and working towards being level 4 qualified. This role is in a hybrid capacity with 2 days a week in the office. Salary up to £32k.
The Business
The business is a financial services firm who have been in operation for over 20 years with multiple sites across the UK. They are going through a period of growth both organically and via acquisitions, currently with £5 Billion in assets under management.
The Role
Within the role, you will be working within a POD, supporting the advisors and paraplanners, helping prepare for annual reviews, arranging meetings, processing new business and ad hoc requests.
You will also be building effective relationships with clients, communicating via telephone and email to help them to the best of your ability. The client is at the heart of everything you do.
An individual with knowledge of investments products, as well as experience using CRM systems will thrive, allowing you to develop within the role, including opportunities to be involved in projects within the business.
The Benefits
- Salary up to £32,000
- Hybrid working
- 28 days holiday + Bank holidays.
- Life assurance
- Income protection
- Pension
- Access to flexible benefits platform
- Bereavement leave
- Company events
- Cycle to work scheme
- Paid volunteer time
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.