Job Overview

Apply now Cardiff Reward Recruitment are currently partnered with a highly reputable and prestigous Wealth management firm, who are looking to expand their support team based in Cardiff, by adding an IFA Administrator to Job Responsibilities Prepare letters and reports for clients and IFA visits.Maintaining the Advisor Office Database.Responding to client enquiries either by letter or by phoneProcessing applications and payments.Obtaining valuations and policy information.Liaising with product providers.Completing illustrations.Completing payments & Switches.Competent user of Advisor Office. Having knowledge of DB schemes is advantageous. For more information please contact SAMUEL GROOM at Reward Recruitment.

Key Requirements

Financial Management Services Sales support Financial services