IFA Administrator - Recruit UK : Job Details

Job Title: Financial Planning Administrator

Industry: Financial Planning

Location: Tredegar (hybrid)

Salary: £28-32,000

Job Reference: 9537

Job Description:

Recruit UK are working on an exciting opportunity for a Financial Planning Administrator to join Financial Planning firm in South Wales.

Our client is an independent financial planning firm, who specialises in offering clients holistic financial advice across South Wales and Mid Wales. As the advice they provide expands and the business continues to go from strength to strength they are looking to expand their Administration team to meet excess demand. .

Duties will include but not limited to:

• Onboarding new clients and support in servicing existing clients
• Sending out letters of authority
• Liaising with product providers
• Working closely with the other administrators, paraplanners and advisers
• General administration duties such as email management

Benefits:

• Competitive salary of up to £32,000
• 25 days holiday + BH
• 5% pension contribution
• Hybrid working

Skills and experience required:

• 3 years working as a Financial Planning Administrator
• Experience working in the above duties
• Ability to work independently and as part of a team