IFA Administrator Part Time

Cardiff, South Glamorgan
Heat Recruitment

We are working with a successful IFA firm based in Cardiff that is looking to grow its team by taking on an additional Administrator to support its thriving Financial Advisers and Paraplanners.

This is a full-time role. However, part time could be discussed for the right candidate

If you have Administration skills, are comfortable dealing with clients via telephone and have a keen eye for detail get in touch!

Responsibilities

• Dealing with provider and client queries
• Distribution of authority letters
• Collating information on a wide range of products (ISA’s, Investment Accounts, SIPP’s, SSAS etc)
• Maintenance of client files
• General administration and servicing

Benefits

• Company pension
• Life insurance
• Training and development opportunities
• 25 days annual leave + Bank holidays

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms: Client support, Wealth administrator, Finance Administrator, Adviser support