Job Title: Administrator Industry: Financial Planning Location: Tredegar Job Type : Part-time (3 days) Job Reference: 10119 Job Description: Recruit UK are working on an exciting part-time opportunity for an Administrator to join a Financial Planning firm. Our client is an independent financial planning firm, who specialises in offering clients holistic financial advice across South Wales and Mid Wales. As the advice they provide expands and the business continues to go from strength to strength they are looking to expand their Administration team to meet excess demand. This is a fully remote role. Duties: Onboarding new clients and support in servicing existing clients Sending out letters of authority Liaising with product providers and clients Working closely with the other administrators, paraplanners and advisers General administration duties such as email management, scanning, filing etc Benefits: Fantastic career progression opportunities Exam support and funding 5% pension contribution Remote working Skills and experience required: Experience working in a Financial Planning pract...
Remote IFA Administrator employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
