IFA Administrator

Financial planning - Cardiff, Wales

Ref: 777Thursday 18 August 2022

£18,000 - £24,000

I am working with a local Financial Planning firm, looking to add an Financial Planning Support Administrator to the team, to provide high-quality support to the firm's Financial Advisers to ensure their clients are serviced with the utmost attention. 

You will receive a competitive salary and benefits package, alongside progression opportunities. 

Main duties: 

  • Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews. 
  • Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner. 
  • Liaise with providers and other 3rd parties, to obtain any information that may be needed. 

To be considered for this role, ideally you will hold: 

  • Experience within the Financial Services industry 
  • Exceptional client service skills, with a genuine interest in helping clients achieve their goals 
  • Willingness to learn and develop your skills and knowledge
Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.