IFA Administrator

IFA Administrator - Cardiff, Wales

Ref: 1661Thursday 25 July 2024

£28,000 - £34,000

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Job Opportunity: Wealth Planning Administrator / IFA Administrator

 

Unlock your potential in a dynamic role with a leading independent wealth planning firm! Are you ready to take your career to the next level and thrive in a supportive, close-knit team? Join us in an exciting environment where your skills and expertise are valued and rewarded.

 

Our client, a boutique independent wealth planning company situated on the southern outskirts of Cardiff, is seeking an experienced Wealth Planning Administrator to join their team.

 

Responsibilities:

  • Actively participate in the client annual review process
  • Process new business submissions, ensuring smooth and timely business processing
  • Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
  • Maintain client records and process annual review reports using their back-office system
  • Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products

 

Benefits:

  • Opportunity for hybrid working.
  • 20 days holiday per year.
  • Pension
  • Free on -site parking.

 

Keywords: Wealth Planning Administrator, IFA Administrator, Financial Services, Client Management, Investment Administration, Pension Administration, Financial Planning, Wealth Management, Reading Jobs, Financial Administrator Jobs.

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