Cardiff - Ifa Administrator
Cardiff
Reed Financial Services are pleased to be representing a friendly successful IFA firm in Cardiff CF24 location, they seek a IFA Admin to join their team and it can be office or hybrid working with a salary upto 30k plus benefits which includes Life insurance and Income Protection, Gym membership, Qualifications support
Principal duties- Working closely with adviser and paraplanner
- Plan administration
- Client and provider correspondence
- Annual review preparation and client reports
- Commission query resolution
- 5+ years experience in a wealth management / financial planning / IFA firm.
- Familiarity with Intelligent Office software
- Working in an administration team
If this role is of interest please apply or get in touch with me on /
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About us
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer...