Financial Planning Administrator - Recruit UK : Job Details

Recruit UK is looking for an IFA Administrator to join a distinguished financial planning firm based in Cardiff. Renowned for its professionalism in wealth management and financial planning, this firm is dedicated to building lasting relationships with clients - a commitment that has led to multiple prestigious awards and Chartered status, a mark of excellence and integrity.

Role Overview

As an IFA Administrator, you will play a pivotal role in supporting the Financial Advisers, ensuring the quality of service is maintained to the highest standards.

Key Responsibilities

• Prepare agendas and documents for client meetings to facilitate seamless client interactions.
• Act as the main point of contact for clients, ensuring prompt and accurate responses to their needs.
• Administrative support for new business applications and client records management.
• Gather and process client valuations.
• Ad hoc office duties.

Benefits

• Competitive salary up to £32,000 (dependent on qualifications and experience)
• 27 days holiday + bank holidays
• Hybrid working once past probation but mostly office based
• Discretionary bonus
• Growth opportunities within a reputable financial services firm

Skills & Experience Required

• Experience in Financial Planning Administration providing support to Financial Advisers.
• Solid understanding of Investments to support informed client interactions.
• Knowledge of Intelligent Office is advantageous but not essential.
• Strong organisational skills with an ability to manage multiple tasks efficiently.

About Recruit UK

Recruit UK specializes in connecting talented professionals within the financial services industry. With over 100,000 financial services connections, we leverage our extensive network to match professionals with roles suited to their skills and aspirations.

Our Commitment to You

• Personalized approach: We start every journey by getting to know you and understanding your career goals.
• Honest insights: We provide constructive feedback on your positioning in the job market.
• Vast network: We connect you with your ideal role, or if we believe you’re already in the right place, we’ll let you know.
• Holistic focus: Your career satisfaction matters beyond financial gain.
• Nationwide reach: Our regional teams offer local expertise with national connections.
• Respectful communication: We reach out when it’s relevant; no unnecessary follow-ups.

Job Title: IFA AdministratorIndustry: Financial ServicesLocation: CardiffSalary: £25,000 - £32,000Job Reference: 9373