IFA Administrator
Remote working
Salary £38k
This role is best suited to an experienced IFA Administrator who is proficient in using X-Plan. The company are offering remote working as well as a salary up to £38,000, dependent on experience.
The Company
The company are a Cardiff based, FCA-regulated, growing IFA Network. They are a robust, institutionally backed, mission driven group, with a diverse, supportive, and highly experienced team at a top 100 Financial services firm.
The Role
Within the day-to-day responsibilities of this role, you will be answering client queries, delivering excellent customer service, submitting new business applications and tracking the progress of these. As well as processing policy amendments such as fund switches, withdrawals, top-ups etc, preparing valuations and organise client review packs in line with the advisers review process.
The Benefits
*£38,000 Salary (Depending on experience).
*Remote working
*25 days Holiday + Bank Holidays
*Pension scheme
*Death in service available after probation period
*Sick Pay
*Income Protection
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator