IFA Administrator

This hybrid-based IFA Administrator job in South Rhondda Cynon Taf 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

The Company

This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.

IFA Administrator Benefits

Locations

South Rhondda Cynon Taf

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