IFA Admin - #2081502

Job Title: IFA Admin

Industry: Financial Planning

Location: Cardiff

Salary: up to £30,000

Job Reference: 10400

Job Description:

Recruit UK are working on an exciting opportunity for an IFA Admin to join a Wealth Management firm.

Our client is a well established and leading financial planning company, offering investment management and retirement planning to clients across the UK. As their Cardiff office continues to expand their offering, they are looking for an IFA Admin to join their established back office team.

Duties of an IFA Admin:

• Processing new business post meetings
• Liaising with product providers and clients
• Maintain accurate client records, ensuring compliance
• General administration support for the Financial Advisers

Benefits:

• Competitive salary of up to £30,000 (negotiable for the right candidate)
• Discretionary bonus
• 30 days annual leave + bank holidays
• Hybrid working (3/2 model)
• Generous pension of up to 9%
• Private medical insurance
• Flexi benefits scheme
• Increased maternity and paternity policy
• Exam funding and support
• Continued professional development and ample learning opportunities

Skills and experience required of the IFA Admin:

• Previous experience working within Wealth Management or Financial Planning environment
• Strong knowledge of pension and investment products
• Good communication skills both verbal and written