A leading Wealth Management organisation have the requirement for an IFA Sales Support Administrator to join their team on the outskirts of Cardiff. Our client are a forward thinking, medium sized business that work at the top end of the market.
They now have the requirement for an additional IFA Administrator to join their team, to provide support to their Financial Planners. The role will be hands on and you will be working directly with the IFAs, you will be one of the first point of contact for clients and will be involved in all aspects of the advice process.
The position would suit someone that has experience within a Financial Planning environment, you should have a good understanding of the industry and will ideally hold a few market exams (although not essential). Candidates from an IFA Administrator or PA/Administration background would be preferred.