Financial Services Administrator

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Job details

  • 893 860
  • £18,000 - £23,000
  • Cardiff
  • Permanent
  • Financial Services
  • 15 November 2021
  • 6 December 2021

Leading IFA firm is now looking to recruit a Financial Services Administrator to join the team in their Cardiff office.

This is a great opportunity and would suit an experienced Financial Services Administrator seeking to progress to Paraplanner and beyond with an established financial services provider.

The role will involve processing of new business applications, with regular platform checks and monthly and quarterly reports, and providing pro-active sales support and administration to consultants and Paraplanners.

To be considered for this role, candidates must have:

• previous experience working in administration within an IFA practice or a Life Assurance or pensions company.
• a good understanding of financial planning concepts and terminology with some financial services qualifications being an advantage
• a good level of education and proficiency with MS Office
• keenness to maintain an up-to-date knowledge of products, compliance rules and procedures
• a keen eye for detail and be conscientious, systematic, methodical, and well organised.

This is a permanent position with an excellent package and salary of up to £23,000 depending on experience and qualifications, and great prospects in terms of career progression.

This is an excellent opportunity to join a professional and upwardly moving financial services provider in what is a pivotal administration/sales support role.

If you are interested in this Financial Services Administrator opportunity and would like to know more, please email your CV or telephone us on a strictly private and confidential basis for an informal discussion.

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