IFA Administrator

  • Location

    Cardiff, Wales

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £25000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2257_1582279858

  • Published:

    7 months ago

  • Expiry date:

    2020-03-22

  • Startdate:

    ASAP

  • Consultant:

    #

A boutique and highly respected firm of Wealth Managers are in the market to recruit an IFA Administrator to join their friendly team. They are an award winning practice that provide holistic financial solutions to clients across Wales and the South West, they are looking to bolster their support team by bringing on an additional Administrator.

Their requirement is for a Financial Planning Administrator to work alongside the Paraplanners to help provide an exceptional service to the firms clients and Financial Advisers. You will be responsible for full administration; therefore, you must have experience within a similar role. You will ideally be studying for the Diploma in Financial Planning or will have a couple of relevant exams (although this is not essential).

The client is offering a competitive basic salary plus bonus and excellent benefits including a generous holiday allowance. You will be given full training, support and help with market exams.