At a Glance
- Tasks: Be the go-to person for clients, managing diaries and providing top-notch support.
- Company: Join a dynamic financial services practice in Cardiff with a focus on client care.
- Benefits: Enjoy a four-day work week, 28 days holiday, and private medical insurance after a year.
- Other info: Opportunities for performance bonuses and career progression await you!
- Why this job: Make a real difference in clients' lives while enjoying a great work-life balance.
- Qualifications: Experience in IFA administration and excellent communication skills are essential.
The predicted salary is between 27000 - 33000 £ per year.
Focus Resourcing is seeking an IFA Administration professional to join a financial services practice in Cardiff. You will be the first point of contact for clients, prospects and visitors, supporting Financial Planners with diary management and client servicing.
The role offers a four-day week with no salary reduction, a 9-5 Mon-Thu schedule, 28 days holiday plus bank holidays, a workplace pension and private medical insurance after 12 months, plus performance bonuses and progression.
Client Services Manager - IFA Admin (4-Day Week) in Cardiff employer: Focus Resourcing
Focus Resourcing is an exceptional employer, offering a supportive and collaborative work culture that prioritises employee well-being and professional growth. With the flexibility of hybrid working arrangements, you can enjoy a balanced lifestyle while making a meaningful impact in the healthcare sector within a charitable framework. Join us to be part of a team that values your expertise and fosters continuous development in governance and compliance.
