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IFA Administrator / Sales Support - CARDIFF, Wales
- UK - Wales
- £17000 - £22000 per annum
- Full-Time Permanent
- Financial Services - IFA
- Hillman Saunders
- 22-07-08
Job Description
The Cardiff office of a very successful and highly regarded Accountancy practice requires an experienced IFA administrator to join their South Wales office based in Cardiff.
Working on a one to one basis you will support a highly successful IFA
You must have had experience in an IFA Administration role and ideally have dealt with some Paraplanning duties such as report writing and research. Any progression with the FPC 1-3 or CF1-5 is an advantage but is not essential.
You will be responsible for the full administration process but will also be responsible for research and report writing. The IFA deals with life, pensions and investments business and the role is mainly focused on personal financial planning, however they also have some group pension and life schemes which you will also be responsible for so any knowledge of group/corporate business will be an advantage.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
Working on a one to one basis you will support a highly successful IFA
You must have had experience in an IFA Administration role and ideally have dealt with some Paraplanning duties such as report writing and research. Any progression with the FPC 1-3 or CF1-5 is an advantage but is not essential.
You will be responsible for the full administration process but will also be responsible for research and report writing. The IFA deals with life, pensions and investments business and the role is mainly focused on personal financial planning, however they also have some group pension and life schemes which you will also be responsible for so any knowledge of group/corporate business will be an advantage.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
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