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IFA Administrator

WEALTHLINK RECRUITMENT LTD
Posted 12 hours ago, valid for 13 days
Location

Cardiff, South Glamorgan CF5 1DR, Wales

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

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

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  • The IFA Administrator position is located in Cardiff and offers a salary range of £25,000 to £30,000.
  • This is a full-time, permanent role with a well-known Chartered Financial Adviser based in Pontprennau, Cardiff.
  • The candidate should possess strong customer service skills and have experience working with a Financial Planning firm.
  • The role includes benefits such as an annual discretionary bonus, sponsorship for financial planning exams, and the option to work from home one day a week.
  • Interested applicants are encouraged to apply, and a consultant will reach out within the next working day.

IFA Administrator

Location: Cardiff

Salary: £25,000 - £30,000

Duration: Full time, Permanent

We are working with a well renowned Chartered Financial Adviser based in Pontprennau, Cardiff who are looking for a new IFA Administrator to join their growing team.

The IFA Administrator will work closely with Financial Advisers, Paraplanners and third party Investment Providers to provide a high quality service to clients. Strong customer services jills and experience with a Financial Planning firm are important for the role.

What’s on offer?

  • Salary £25,000 - £30,000
  • Annual discretionary bonus
  • Sponsorship through financial planning exams
  • 1 day a week working from home
  • Death in service
  • 25 days of annual leave + Bank holiday
  • Free Parking

What’s Next?

If you are Interested in the IFA Administrator role apply new and one of our Consultants will be in touch by the next working day.

IFA Administrator, Financial Services, Wealth Management,

Apply now in a few quick clicks

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.