This job has ended. Find similar jobs.
IFA ADMINISTRATOR
- Cardiff, Wales
- £18,000 - £22,000 per annum
- 6 applications
- Job type: Permanent, full-time
- Date:
- Reference: 21152299
Organisation Description
Our client is a Financial Organisation based in the centre of Cardiff, looking for an experienced IFA Administrator/Para planner to join their team. This is a contract position that will last between 6-9 months.
Job Description
Main duties will include:
- Supporting the financial advisors in the office
- Valuating client portfolios
- Client queries
- Para planning
- Tracking all new business
- General correspondence and report writing
Person Specification
Essential criteria:
- The successful candidates will have previous experience of working within an IFA organisation
- Must have para planning experience
- Must have experience in using First Software
Reed Specialist Recruitment Limited is an employment agency and employment business
Our client is a Financial Organisation based in the centre of Cardiff, looking for an experienced IFA Administrator/Para planner to join their team. This is a contract position that will last between 6-9 months.
Job Description
Main duties will include:
- Supporting the financial advisors in the office
- Valuating client portfolios
- Client queries
- Para planning
- Tracking all new business
- General correspondence and report writing
Person Specification
Essential criteria:
- The successful candidates will have previous experience of working within an IFA organisation
- Must have para planning experience
- Must have experience in using First Software
Reed Specialist Recruitment Limited is an employment agency and employment business
