At a Glance
- Tasks: Support advisers, prepare meeting packs, and manage client communications.
- Company: Thriving national financial planning firm based in Cardiff.
- Benefits: Hybrid working options and opportunities for professional development.
- Other info: Dynamic role with a focus on compliance and client satisfaction.
- Why this job: Join a team focused on delivering exceptional service in finance.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
Premier Jobs UK is seeking an IFA Client Administrator to join a thriving national financial planning firm in Cardiff.
You will support advisers, prepare meeting packs and manage client communications, contributing to a compliant and smooth client journey.
The role focuses on delivering exceptional service across the financial planning journey, working with advisers and admin teams, with hybrid working options and development opportunities.
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IFA Client Administrator: Hybrid Finance & Client Experience in Cardiff employer: Premier Jobs UK
Join a dynamic and supportive team as a Paraplanner, where your expertise will be valued and your contributions recognised. Our company fosters a collaborative work culture that prioritises employee growth through continuous training and development opportunities, all while offering a competitive salary and benefits package. Located in a vibrant area, we provide a stimulating environment that encourages innovation and professional advancement.
