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IFA Administrator

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  • Location:

    Cardiff

  • Sector:

    Office Support & HR

  • Job type:

    Permanent

  • Salary:

    Competitive

  • Contact:

    Grace Mathias

  • Email:

    gmathias@yolkrecruitment.com

  • Job ref:

    GMNOV12

  • Published:

    26 days ago

  • Expiry date:

    12 December 2019

IFA Administrator
A fantastic opportunity is available for a motivated IFA Administrator to join a Cardiff based, fast growing financial services company. Do you have experience working for an IFA/accountancy practice? Do you want to be part of an expanding, dynamic team with the opportunity to progress? If so then apply today.
What you’ll be doing

The IFA Administrator will be responsible for managing client records, corresponding with clients and providers and assisting a team of advisors.

Main Duties:
  • Managing the database systems.
  • Speaking with providers to chase client financial information
  • Preparation of documentation for meetings
  • Completing client records
  • Preparing illustrations
  • Creating reports
  • Downloading Financial Services Wealth Accounts and client valuations
The experience you’ll bring to the team
  • Experience as an IFA administrator, pensions administrator or as an administrator working in a financial services or accountancy firm.
  • Excellent communication skills
  • Good IT literacy
Are you up to the challenge?

If you believe that you have the skills and experience for the role - then please get in touch. We also offer a referral scheme for any candidates whose details are passed to us that we successfully place. If you have any further questions then please contact Grace Mathias

Yolk Recruitment Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Yolk Recruitment Limited is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at YolkRecruitment.com’