Premier Jobs UK Ltd in Cardiff is seeking an IFA Client Administrator to support Advisors, manage diaries, prepare meeting packs and handle client communications to keep the financial planning process smooth and compliant.
You will liaise with internal teams and external providers to progress cases, process new business, and produce illustrations and valuations. The role offers development and clear progression with hybrid working after competency is demonstrated.
IFA Client Administrator — Hybrid + Career Growth in Cardiff employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
