IFA Administrator

Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff.
Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. They have a dedicated team of Financial Advisers, Paraplanners and Administrators, so you will be well supported in your role. They can also offer fantastic progression and career opportunities!
Duties will include but not limited to:
Submitting new business and collating documents for meetings
Sending out LOA’s
Liaising with both client and product provider
Ensuring the back office systems are up to date
General administration duties
Benefits:
Competitive salary of up to £28,000
25 days annual leave
Christmas closure
Discretionary bonus
Hybrid working
Work alongside other Administrators for support
Professional development
Exam funding and support
Skills and experience required:
Experience working in a Financial Planning firm (essential)
Experience with the above duties
Good communication, both written and verbal