IFA Administrator

Premier Jobs UK; Cardiff; On-site; GBP 28,000 - 30,000; Full time

Job summary

A national financial services firm in Cardiff is seeking an experienced IFA Administrator to provide critical support to Financial Advisors. The role involves scheduling meetings, managing client communications, and processing new business. Ideal candidates will have a background in financial planning and strong organizational skills. This position offers a competitive salary and benefits, including hybrid working after probation.

Benefits

Salary of £28,000 - £30,000 depending on experience

4x DIS, PMI, Group Income Protection, Employee Assistance Programme

5% employer pension and 3% employee pension

Discretionary annual bonus

28 days holiday + BHs, rising by 1 day per year up to 30 days

Excellent career progression opportunities

Qualifications

• You should have experience as an Administrator within a financial planning firm.
• You should have good knowledge of financial planning processes and how a Financial Advisor operates.
• You should be comfortable and confident when contacting clients.

Responsibilities

• Providing proactive support to their Financial Advisors.
• Managing the Financial Advisor's diary and arranging client meetings.
• Contacting clients through various methods to ensure the advice process is not held up.
• Liaising with internal and external stakeholders to chase outstanding items.
• Prepare meeting packs and information ahead of client appointments.
• Process new business.
• Key illustrations, projections and valuations.

Skills

Experience as an Administrator within a financial planning firm

Knowledge of financial planning processes

Confidence in client communication

Job description

Overview

This hybrid-based IFA Administrator job in Cardiff is suitable for an individual experienced within financial planning, keen to join a growing company. You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.

Responsibilities

• Providing proactive support to their Financial Advisors
• Managing the Financial Advisor's diary and arranging client meetings
• Contacting clients through various methods to ensure the advice process is not held up
• Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process
• Prepare meeting packs and information ahead of client appointments
• Process new business
• Key illustrations, projections and valuations

IFA Administrator Requirements

• You should have experience as an Administrator within a financial planning firm
• You should have good knowledge of financial planning processes and how a Financial Advisor operates
• You should be comfortable and confident when contacting clients

The Company

This national IFA firm are looking to significantly grow their business. They recognise that achieving such growth and success depends on having the right people in the business and aim to build a strong team of passionate and skilled team members.

Benefits

• Salary of £28,000 - £30,000 depending on experience
• Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
• Hybrid working after being signed off as competent (typically in line with probation sign off)
• 37.5 hours per week
• Excellent career progression, with individual development plans shaped around your desired career path

Locations

Cardiff

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