Ifa Administrator

Details of the offer

LocationCardiff Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref86673 Recruiter Managing This Role IFA AdministratorHybrid workingCardiff up to £30,000 Experience5+ years experience in a wealth management / financial planning / IFA firm.Familiarity with Intelligent Office softwareWorking in an administration team Principal dutiesWorking closely with adviser and paraplannerPlan administrationClient and provider correspondenceAnnual review preparation and client reportsCommission query resolution SkillsGood numeracyGood written EnglishGood telephone mannerComfortable with Excel QualitiesTeam playerCompleter-finisherAttention to detailRelationship builderFlexible

Nominal Salary: To be agreed

Source: Talent_Ppc

Job Function:

Administrative

Requirements

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