Job Description
This hybrid-based IFA Administrator job in Cardiff is suitable for an individual experienced within financial planning, keen to join a growing company
You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include:
* Providing proactive support to their Financial Advisors
* Managing the Financial Advisor's diary and arranging client meetings
* Contacting clients through various methods to ensure the advice process is not held up
* Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process
* Prepare meeting packs and information ahead of client appointments
* Process new business
* Key illustrations, projections and valuations
IFA Administrator Requirements
1. You should have experience as an Administrator within a financial planning firm
2. You should have good knowledge of financial planning processes and how a Financial Advisor operates
3. You should be comfortable and confident w...