IFA Admin & Client Services Specialist
Listed on 2026-10-11
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Administrative/Clerical
Office Administrator/ Coordinator, Finance Assistant, Banking & Finance -
Finance & Banking
Office Administrator/ Coordinator, Finance Assistant, Accounting & Finance, Banking & Finance
Jobs4 is seeking a reliable Financial Services Administrator to join its growing financial planning team in Cardiff. The role supports the Adviser and Paraplanner, ensuring accurate client records and efficient processing of information.
Candidates should have 1+ year in IFA administration, experience with back-office systems (ideally IRESS XPLAN), and strong MS Office skills. Flexible hours and progression opportunities are offered within a professional environment.
We have an opening for a IFA Admin & Client Services Specialist (Flexible Hours) in Cardiff, Wales, United Kingdom within Finance.
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This posting is for the IFA Admin & Client Services Specialist (Flexible Hours) role at Jobs4, based in Cardiff, Wales, United Kingdom.
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