Location
Cardiff
Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref86673
Recruiter Managing This Role
IFA Administrator
Hybrid working
Cardiff
up to £30,000
Experience
5+ years experience in a wealth management / financial planning / IFA firm.
Familiarity with Intelligent Office software
Working in an administration team
Principal duties
Working closely with adviser and paraplanner
Plan administration
Client and provider correspondence
Annual review preparation and client reports
Commission query resolution
Skills
Good numeracy
Good written English
Good telephone manner
Comfortable with Excel
Qualities
Team player
Completer-finisher
Attention to detail
Relationship builder
Flexible