Financial Services; IFA Administrator

Financial Services (IFA) Administrator

Location:

Cardiff Gate CF23 8AA

Salary:
Depending on experience and qualifications

• Experience:
  
  Minimum 1 year in financial advice administration, understanding of back‑office systems, ideally IRESS XPLAN.
• Qualifications:
  
  Ideally financial services qualifications and minimum GCSE grades A‑C/1‑3 in Mathematics and English.
• Communication skills:
  Must communicate professionally with clients and providers.
• Hours:
  
  Full time permanent role, 37½ hours per week, based at Cardiff Gate office. Flexible working hours Monday‑Friday with core time system; part‑time role of 30 hours per week also possible.

• Maintain and update back‑office client records with precision.
• Handle sending and receiving information requests efficiently.
• Package and submit life, investment, and pension applications to providers.
• Accurately record new business and track applications through to issue.
• Manage the annual review diary to ensure timely follow‑ups.
• Assist with quarterly investment rebalances to keep clients’ portfolios in top shape.

• Company pension scheme.
• Death in Service Life Insurance.

Location:

Cardiff Gate Office, Cardiff

Salary:
Competitive, depending on experience

• ACCA or ACA qualified.
• Minimum four years of practice experience.
• Strong technical knowledge of audit standards and financial reporting.
• Existing manager or ready for promotion.
• Excellent communication, leadership and client management skills.
• Highly organised, self‑motivated and able to manage multiple projects and meet deadlines.
• Team player who is not afraid to put forward ideas.
• Experience overseeing teams, reviewing technical work and developing junior staff.

• Plan, lead, and review audit and accounts assignments from planning through to completion.
• Ensure audits comply with applicable standards.
• Manage audit teams, providing training and guidance.
• Identify risk areas and communicate audit findings and recommendations to clients.
• Oversee preparation of statutory financial statements in accordance with relevant accounting standards.
• Ensure all accounts-related assignments are completed within budget and deadlines.
• Support clients with complex accounting issues and regulatory compliance.
• Act as a key point of contact for clients, managing expectations and ensuring high‑quality service delivery.
• Build long‑term relationships with clients by understanding their business needs and providing proactive advice.
• Supervise and mentor junior staff, supporting their development and review of their work.
• Ensure compliance with all relevant tax and financial regulations.
• Prepare forecasts and assist directors with one‑off work.

• Competitive salary depending on experience.
• Full time permanent role based at Cardiff Gate Office, Cardiff.
• Flexible working hours within a core time system.
• Death in Service Scheme.
• Company Pension Scheme.
• One paid professional subscription.
• Opportunity to work with a diverse range of clients in a number of sectors.