Our client is a successful firm of IFAs based on the outskirts of Cardiff, they offer informed and independent financial services and employee benefits advice. Due to continued expansion, they now have the requirement for an additional IFA Administrator to join their team.
Duties will include day to day administration i.e. processing applications; photocopying; filing; chasing outstanding information; answering the telephone; dealing with Insurance Companies; assisting the Paraplanners (both Individual Life & Pensions and Employee Benefits) i.e. requesting quotations and paperwork.
You should have Financial Services experience and will ideally have market exams, although this is not essential. This is an excellent opportunity to join an established firm of Financial Planners who will provide you with on the job training and full support for all market exams.