IFA Client Administratorat Premier Jobs UK Limited
PPremier Jobs UK LimitedCardiff, South Glamorgan
CardiffFull TimeOn-sitePermanent
annual salary£28,000 – £32,000per year
apply in 1 minute no cover letter · free · confidential
?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Join a thriving national financial planning firm as an IFA Client Administrator, where your contributions genuinely matter. If you’re an experienced administrator seeking a role with variety and clear progression, this is the perfect opportunity for you!
what you'll get
training opportunitiesAccess to professional development and training.
what you'll be doing
1Client SupportProvide exceptional support to financial advisors and clients.
2Documentation ManagementEnsure all client documentation is accurate and up-to-date.
3CommunicationLiaise with clients, providers, and internal teams effectively.
4Database MaintenanceMaintain and update client records in the CRM system.
what you'll need
experience2+ years in administration
hoursFull Time
startASAP
AdministrationCommunicationAttention to detailOrganisational skillsClient-focused
Premier Jobs UK Limited is hiring a IFA Client Administrator in Bristol. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.
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