IFA Administrator

Finlink Ltd

Posted a day ago, valid for 7 days

Cardiff, South Glamorgan CF23 8XH, Wales

Full Time

Life Insurance

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Sonic Summary

The IFA Administrator role is an office-based position located in Cardiff with a salary of up to £30k.
Candidates should have at least 1 year of experience as an IFA Administrator, although financial services qualifications are desirable but not mandatory.
The position involves supporting a Financial Advisor and Paraplanner, maintaining client records, and managing investment and pension applications.
The company is an independent financial services firm with over 10 years of experience, offering a supportive team environment for growth and development.
Benefits include 25 days of holiday, flexible working hours, a company pension, and optional private healthcare.

IFA Administrator

Office based role

Cardiff

Up to £30k

This role is best suited to those with 1+ years of experience as an IFA Administrator. Financial services qualifications desirable but not required. You will be joining a supportive team, allowing you the opportunity to grow and develop. Part time work possible if required. Salary up to £30k.

The Role

Within the role, you will be supporting the Financial Advisor and Paraplanner, maintaining and updating the back-office system, ensuring all client records are correct, sending and processing information requests, package and submit investment & pension applications to relevant providers, record and track new business applications and booking in annual review meetings.

The Business

The business is an independent financial services firm who have been in operations for over 10 years, connected to a well-established accountancy firm based in Cardiff. They provide tax and financial planning solutions for both corporate clients.

The Benefits

Salary up to £30k
25 days holiday + bank holidays
Flexible working hours (Core time system)
Company pension
Death in Service life insurance
Optional private healthcare scheme

Apply

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.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

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IFA Administrator

Administrative Assistant

Administrative Assistant

Office Administrator