Financial Planning Administrator

ZipRecruiter; Cardiff; On-site; GBP 25,000 - 29,000; Full time

Job summary

A Corporate Financial Services Firm in Cardiff is seeking an IFA Administrator to join their team. The role includes client administration support, liaising with clients, and maintaining accurate records. This full-time, permanent position offers a salary of £25-29,000 based on experience, hybrid working, and various employee benefits.

Benefits

25 days holiday

Pension

Healthcare plan

Employee recognition scheme

Flexitime

Qualifications

• Experience in Financial Services industry required.
• Looking to progress from an Admin role.

Responsibilities

• Processing and chasing new business.
• Accurately update and maintain information on the back-office system.
• Raise invoices and ensure all remuneration records are correct.

Skills

Client Administration

Liaising with clients

Attention to detail

Communication

Job description

Job Description

Recruit UK are working with a fantastic Corporate Financial Services Firm who are looking for an IFA Administrator to work within their team based in Cardiff.

The role will see you working closely with the Operations Manager and established team of Administrators to provide an integral function to the wider team.

Client Administration Support and Servicing to include:

• Processing and chasing new business
• Illustrations and projections
• Valuations
• Assist with the daily telephone answering within the team.
• Accurately update and maintain information on the back-office system
• Liaising with providers to obtain fund values/unit prices/transaction statements
• Preparation of enclosure documents for suitability reports
• Liaising with clients and providers
• Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding

The successful candidate must have experience within the Financial Services industry, and may be looking to progress from an Admin role.

Benefits include

• Salary £25-29,000 Depending on experience
• Hybrid working 3 days in office
• 25 days holiday
• Pension
• Healthcare plan
• Employee recognition scheme

If this seems like a great fit and location for you then please get in touch with a copy of your CV asap!

Job Types: Full-time, Permanent

Pay: £25,000.00-£29,000.00 per year

Benefits:

• Company pension
• Flexitime

Work Location: In person

Reference ID: 9718