Job Title: IFA AdministratorIndustry: Financial PlanningLocation: CarmarthenshireSalary: £25,000 - £30,000 (DOE)Reference Number: [9556]
Are you an Administrator looking for a flexible and rewarding role in financial services?
Do you have experience in administration and want to be part of a growing, supportive team?
We’re working with a local independent financial advice company. They offer independent financial advice and are known for building strong, long-term client relationships. As part of a close-knit team, you'll provide key administrative support to a Financial Adviser managing a substantial client bank, working alongside another administrator.
What You’ll Be Doing:
* Supporting the adviser with day-to-day admin, including client documentation, requesting valuations and illustrations and application processing
* Liaising with clients, providers, and internal teams to keep everything running smoothly
* Ensuring compliance and accuracy in financial records
* Being a key part of a professional and friendly team
What’s in It for You?
1. Salary: £25,000 - £30,000+ (depending on experience)
2. Hybrid & flexible working (part-time or full-time)
3. Office in Carmarthenshire
4. Pension
5. 25 days holiday + Bank Holidays
6. Comprehensive benefits package, including:
7. 2x Death in Service cover
8. Income...