Job Description
IFA Administrator - £32K DOE – Cheltenham or Cardiff - Hybrid
I’m currently looking for an IFA Administrator to join a leading financial advisory group! Due to the company’s ongoing success, they are seeking talented individuals with 12 months+ experience in IFA administration who are local to either Cheltenham or Cardiff. If you're ready to take the next step in your career, this is a fantastic opportunity to be part of a thriving team.
Responsibilities:
* Manage calendars and schedule client meetings
* Collaborate closely with Financial Advisors to provide proactive assistance
* Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
* Assemble meeting materials for Advisors before client meetings
* Raise invoices where required
* Database management
Perks:
* 30 days annual leave + bank holidays
* 10% bonus
* Flexible and hybrid working
* Private medical insurance
* Healthcare cash plan
* 5% employer pension contribution
* Study support to develop and progress
The business offers huge opportunities for progression, demonstrated by recent promotions with other IFA Administrators. Joining, you will certainly feel part of a supportive and collaborative te...