Ifa Administrator

Reed

Posted a day ago, valid for 22 days

Cardiff, South Glamorgan CF5 1DR, Wales

£24,000 - £28,800 per annum

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

Reed Financial Services is representing a friendly and successful IFA firm located in Cardiff CF24 that is seeking an IFA Admin to join their team.
The position offers a salary of up to £30,000 plus benefits, including life insurance, income protection, gym membership, and support for qualifications.
The role involves working closely with advisers and paraplanners, handling plan administration, client and provider correspondence, and preparing annual reviews and client reports.
Candidates must have at least 5 years of experience in a wealth management, financial planning, or IFA firm, along with familiarity with Intelligent Office software.
The position allows for either office-based or hybrid working arrangements.

Reed Financial Services are pleased to be representing a friendly successful IFA firm in Cardiff CF24 location, they seek a IFA Admin to join their team and it can be office or hybrid working with a salary upto 30k plus benefits which includes Life insurance and Income Protection, Gym membership, Qualifications support

Principal duties

Working closely with adviser and paraplanner
Plan administration
Client and provider correspondence
Annual review preparation and client reports
Commission query resolution

Experience

5+ years experience in a wealth management / financial planning / IFA firm.
Familiarity with Intelligent Office software
Working in an administration team

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