MB Fitzgerald are working with an established and highly successful Financial Planning practice in Cardiff to recruit a Pensions & Investment Administrator. They are looking for an experienced individual who can provide support to the overall firm and other members of staff.
The role will involve working closely with the firms Paraplanners & Financial Advisers, liaising with third parties including providers, insurers etc. You will also act as one of the first point of contacts for clients, this will be a hands-on role where you will be involved in all aspects of the advice process.
The ideal individual will have experience working in a Financial Planning/Wealth Management organisation as an Administrator, however the client will also consider someone coming from a pensions or investments background.
Our client is offering a competitive basic salary plus bonus and company benefits. They provide full on the job training and support, help with market exams and opportunities to progress.