IFA Administrator
Posted 4 days ago
- Cardiff, South Glamorgan
- Any
- External
- Expires In 3 months
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: IFAAdministrator Location: Cardiff Starting Salary: £25,000 - £32,000 (depending on experience)
Company Benefits:
Gym membership
Income protection
Life insurance
Death-in-service coverage
5 weeks Holiday, plus bank holidays
Exams Supported
Hybrid working available
About the Role: Our client is seeking a detail-oriented and experienced IFA Administrator to join theirteam, providing critical support in theirfinancial planning and investment services. The ideal candidate will have at least 5 years of experience in an IFA administrative role, ideally with proficiency in Intelligent Office (IO), and a solid background in pensions and investments. This is a full-time role, with competitive compensation and a robust benefits package.
Day-to-Day Responsibilities:
Provide comprehensive administrative support to financial advisers, ensuring all client documentation is managed accurately.
Maintain up-to-date client records within Intelligent Office (IO) and ensure compliance with regulatory standards.
Process new business applications, including pensions and investment products, and coordinate client reviews.
Prepare necessary documentation for adviser-client meetings and manage all client-related correspondence.
Act as a point of contact between advisers and clients, addressing general inquiries and coordinating schedules.
Minimum Requirements: The ideal candidate will be smartly presented and possess first-rate communication skills, both written and verbal, allowing them to liaise confidently with clients and providers. While qualifications such as RO1, CF1, FA1, or equivalents are advantageous, experience within a Financial Planning Firm is highly desirable. How to Apply: Apply today to be considered for thisopportunity. If your application is suitable, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client. We will also aim to identify your specific skills and motivations, and recommend other relevant opportunities if appropriate.
TPBN1_UKTJ
Company Benefits:
Gym membership
Income protection
Life insurance
Death-in-service coverage
5 weeks Holiday, plus bank holidays
Exams Supported
Hybrid working available
About the Role: Our client is seeking a detail-oriented and experienced IFA Administrator to join theirteam, providing critical support in theirfinancial planning and investment services. The ideal candidate will have at least 5 years of experience in an IFA administrative role, ideally with proficiency in Intelligent Office (IO), and a solid background in pensions and investments. This is a full-time role, with competitive compensation and a robust benefits package.
Day-to-Day Responsibilities:
Provide comprehensive administrative support to financial advisers, ensuring all client documentation is managed accurately.
Maintain up-to-date client records within Intelligent Office (IO) and ensure compliance with regulatory standards.
Process new business applications, including pensions and investment products, and coordinate client reviews.
Prepare necessary documentation for adviser-client meetings and manage all client-related correspondence.
Act as a point of contact between advisers and clients, addressing general inquiries and coordinating schedules.
Minimum Requirements: The ideal candidate will be smartly presented and possess first-rate communication skills, both written and verbal, allowing them to liaise confidently with clients and providers. While qualifications such as RO1, CF1, FA1, or equivalents are advantageous, experience within a Financial Planning Firm is highly desirable. How to Apply: Apply today to be considered for thisopportunity. If your application is suitable, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client. We will also aim to identify your specific skills and motivations, and recommend other relevant opportunities if appropriate.
TPBN1_UKTJ