Ifa Administrator

Financial Services Administrator Opportunity

Location: Cardiff, Wales - office based role
Salary: Competitive, dependent on experience
Contract: Full-time & Part-time, Permanent
Parking: Available on-site

Are you a highly organized, detail-oriented professional with a passion for delivering top-notch client service in the financial sector? Join our close-knit team at a small IFA firm as a Financial Services Administrator, where you will play a crucial role in supporting our advisers to deliver exceptional financial solutions.

Key Responsibilities

• Administrative Support: Assist financial advisers by preparing client documentation, managing correspondence, and ensuring smooth day-to-day operations.


• Client Interaction: Schedule client meetings, handle inbound queries with professionalism, and maintain a high standard of client communication.


• Data Management: Keep client records accurate and up-to-date, ensuring all interactions are logged promptly in our CRM systems.


• Compliance and Reporting: Assist with compliance-related tasks, including audit preparation and regulatory reporting, to uphold our firm's standards.


• Financial Documentation: Support the creation of financial reports and the preparation of client reviews to aid in strategic decision-making.

• Experience: Prior role in financial services administration or a similar capacity, with a solid understanding of financial products and regulatory frameworks (e.g., FCA, GDPR).


• Skills: Exceptional communication abilities, meticulous attention to detail, and proficiency in Microsoft Office and CRM platforms.


• Efficiency: Capable of managing multiple tasks simultaneously and meeting tight deadlines without compromising quality.

• Education: Diploma or degree in Business, Finance, or a related field.


• Certifications: Interest in pursuing or currently working towards industry qualifications (e.g., CII, CISI).

• Team Environment: Work within a supportive and collaborative atmosphere that values each member's contribution.


• Career Growth: Opportunities for professional development, including access to funded training programs.


• Employee Benefits: Enjoy flexible working arrangements, a pension scheme, and other comprehensive benefits.

If you're ready to advance your career in financial services and contribute to a team that values dedication and expertise, we want to hear from you. Apply now by submitting your CV and a brief cover letter explaining your experience and why you are motivated to join our team. Let's achieve great things together!

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