Recruit UK are working with a fantastic national Corporate Financial Services Firm who are looking for an IFA Administrator to work within their Client Administration team based in Cardiff.
The role will see you working closely with the Adviser Support Operations Manager and established team of Administrators to provide an integral function to the wider team.
Client Administration Support and Servicing to include:
Processing and chasing new business
Illustrations and projections
Valuations
Assist with the daily telephone answering within the team.
Accurately update and maintain information on the back-office system
Liaising with providers to obtain fund values/unit prices/transaction statements
Preparation of enclosure documents for suitability reports
Liaising with clients and providers
Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding
The successful candidate must have experience within the Financial Services industry, and may be looking to progress from an Admin role.
Benefits include
Salary £25-35,000 Depending on experience
Hybrid working 3 days in office
25 days holiday
Pension
Healthcare plan
Employee recognition scheme
If this seems like a great f...