Ifa Administrator - Reed : Job Details

Reed Financial Services are pleased to be representing a friendly successful IFA firm in Cardiff CF24 location, they seek a IFA Admin to join their team and it can be office or hybrid working with a salary upto 30k plus benefits which includes Life insurance and Income Protection, Gym membership, Qualifications support

Principal duties

• Working closely with adviser and paraplanner
• Plan administration
• Client and provider correspondence
• Annual review preparation and client reports
• Commission query resolution

Experience

• 5+ years experience in a wealth management / financial planning / IFA firm.
• Familiarity with Intelligent Office software
• Working in an administration team

If this role is of interest please apply or get in touch with me on /