Organisation Description Experienced IFA administrator required for established Cardiff IFA. Job Description -Ensuring Adviser has all necessary documents for meetings -Valuations using Avelo (financial services software) -Processing all new business with regards to life, pensions, investments and...
Organisation Description My client is an award winning IFA practice with offices across the country. They are currently recruiting in the South West region. They give whole of market advice to their clients across pensions, investments and protection. They also cover auto enrolment. Job Description...
Organisation Description Expanding Cardiff based IFA firm with excellent facilities, lead opportunities and full para planning support. Car expenses and mobile phone provided. Job Description • Financial support for exams, and professional body membership • Mileage reimbursement at 45p per mile for...
Organisation Description Are you looking to grow your existing client bank? Are you a confident, self motivated individual looking for a new challenge? If so, my client wants to hear from you now Job Description You will be working closely with a first class business development team , giving you...
Organisation Description My Client are a successful and established National IFA who have a unique opportunity for an IFA Administrator to join their team in Cardiff. Job Description Duties The successful candidate will provide a complete administration service for Independent Financial Advisers....
- £25,000 - £60,000 per annum, inc benefits, OTE
- 6 days ago
- 2 applications
Organisation Description Expanding Cardiff based IFA firm with excellent facilities, lead opportunities and full para planning support. Car expenses and mobile phone provided. Job Description • This is an employed position offering a basic salary of £25Kp.a. (possibly higher for outstanding candidates)...