IFA Administrator

This hybrid-based IFA Administrator job in Cardiff is suitable for an individual experienced within financial planning, keen to join a growing company. As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business.

Requirements

• Experience as an Administrator within a financial planning firm
• Good knowledge of financial planning processes and how a Financial Advisor operates
• Comfortable and confident when contacting clients

Benefits

• 4x DIS
• PMI
• Group Income Protection
• Employee Assistance Programme
• Medicash
• 5% employer pension
• 3% employee pension
• Discretionary annual bonus
• 28 days holiday + BHs, rising by 1 day per year up to 30 days