IFA Sales Support Administrator

  • Location

    Cardiff

  • 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:

    BBBH3032_1625473442

  • Published:

    27 days ago

  • Expiry date:

    2021-08-04

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

We are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team based just on the outskirts of Cardiff centre. The business has a fantastic reputation and have grown consistently over the past 5 years. They are looking for an experienced Administrator who can provide support to the firms Paraplanners, Financial Advisers and the overall business.

Key tasks and responsibilities within this role will include:

  • Working closely with the firms Financial Advisers & Paraplanners
  • Speak with clients on a regular basis to provide updates and help with any questions/queries
  • Liaise with third parties
  • Obtaining details of client holdings
  • Maintaining records and databases
  • Preparing letters
  • Generating investment valuations
  • Producing compliant illustrations and quotations
  • Preparing review packs for client meetings
  • Assisting with the implementation of investment advice via electronic platforms

This will be a hands on and busy role, you will be working within a friendly and professional support team. You will be provided full on the job training & support and there will be opportunities to progress, candidates who want to will be provided full support for market exams.