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Tredegar
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IFA Administrator

IFA Administrator

Recruit UK

Posted 7 days ago, valid for 7 days

Tredegar, Blaenau Gwent NP22 3RF, Wales

Full Time

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Sonic Summary

The job is for a Financial Planning Administrator at a financial planning firm located in Tredegar, offering hybrid working.
The position comes with a competitive salary ranging from £28,000 to £32,000.
Candidates are required to have at least 3 years of experience working as a Financial Planning Administrator.
Duties include onboarding new clients, liaising with product providers, and general administration tasks.
The role also offers benefits such as 25 days of holiday, a 5% pension contribution, and the opportunity to work in a growing team.

Job Title: Financial Planning Administrator

Industry: Financial Planning

Location: Tredegar (hybrid)

Salary: £28-32,000

Job Reference: 9537

Job Description:

Recruit UK are working on an exciting opportunity for a Financial Planning Administrator to join Financial Planning firm in South Wales.

Our client is an independent financial planning firm, who specialises in offering clients holistic financial advice across South Wales and Mid Wales. As the advice they provide expands and the business continues to go from strength to strength they are looking to expand their Administration team to meet excess demand. .

Duties will include but not limited to:

Onboarding new clients and support in servicing existing clients
Sending out letters of authority
Liaising with product providers
Working closely with the other administrators, paraplanners and advisers
General administration duties such as email management

Benefits:

Competitive salary of up to £32,000
25 days holiday + BH
5% pension contribution
Hybrid working

Skills and experience required:

3 years working as a Financial Planning Administrator
Experience working in the above duties
Ability to work independently and as part of a team

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