IFA Sales Support Administrator

  • Location

    Penarth, Vale of Glamorgan

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £25000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2221_1575372420

  • Published:

    over 1 year ago

  • Expiry date:

    2020-01-02

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

We are currently working with reputable Financial Adviser's based on the outskirts Cardiff to recruit an IFA Support Administrator. This is a well-known IFA they have grown over the past three years and have ambitious growth plans for the future.

Due to increasing business levels an opportunity has now arisen for an experienced individual with 2+ years' experience within Financial Services to join their business. The role will be to provide support to both the Paraplanners and Financial Advisers on a daily basis.

Some of the duties involved will be:

  • General administration including processing new business, valuations etc
  • Help to write review reports and suitability reports
  • Undertake research

This is an excellent opportunity to join a forward thinking organisation who are offering a competitive basic salary, bonus and good company benefits. They offer full support for all market exams and there will be opportunity to progress as the company continues to grow.