Job Opportunity: Wealth Planning Administrator / IFA Administrator
Unlock your potential in a dynamic role with a leading independent wealth planning firm! Are you ready to take your career to the next level and thrive in a supportive, close-knit team? Join us in an exciting environment where your skills and expertise are valued and rewarded.
Our client, a boutique independent wealth planning company situated on the southern outskirts of Cardiff, is seeking an experienced Wealth Planning Administrator to join their team.
Responsibilities:

* Actively participate in the client annual review process
* Process new business submissions, ensuring smooth and timely business processing
* Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
* Maintain client records and process annual review reports using their back-office system
* Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Benefits
:
* Opportunity for hybrid working.
* 20 days holiday per year.
* Pension
* Free on -site parking.
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