Financial Services (IFA) Administrator

As one of Wales’ leading independent firms of Chartered Accountants, BPU has a proven track record of success in helping clients across all sectors to achieve profitability, enjoy greater wealth and gain and maintain control of their financial situation.

During its 50 years in practice BPU has developed a specialised service to private and public sector firms, including owner managed businesses and larger limited companies. BPU has achieved this by investing in the right people and provides an impressive work environment for staff with a range of benefits and opportunities for regular training and career development.

We are more than just accountants and our people are at the heart of what we do and what we can achieve. BPU has over 40 staff and directors operating from its two offices in Cardiff Gate and Llantwit Major.

The firm has ambitious growth plans for the future and is committed to the training of Chartered Accountants, Tax Advisors and all staff as a key factor in its continued success.

Location:
Cardiff Gate CF23 8AA

Salary:
Depending on experience and qualifications

Join Our Dynamic Financial Planning Team as a Financial Services (IFA) Administrator!

Are you ready to be an essential part of a thriving financial advisory team? We are seeking a proactive IFA Administrator to support our Financial Adviser and Paraplanner.

• Experience:You should have a minimum of 1 years work experience in a financial advice administration role, with a solid understanding of back-office systems, ideally IRESS XPLAN.
• Qualifications:Ideally, you have already gained some financial services qualifications plus minimum GCSE grades A-C/1-3 in Mathematics and English.
• Communication Skills:You should be willing and able to communicate professionally with clients and providers.
• Hours: This is a full time permanent role which is 37½ hours per week based at our Cardiff Gate office, CF23 8AA
  . We have flexible working hours operating Monday to Friday in a core time system, with options to start and finish work at set times to suit you. We may also consider a part time role of 30 hours per week.

• Maintain and update back-office computer client records with precision.
• Efficiently handle sending and receiving information requests.
• 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 our clients' portfolios in top shape.

• Comprehensive Services:We offer a wide range of investment, retirement, and inheritance tax planning solutions tailored to meet our clients' unique needs.
• Commitment to Excellence:As a proud member of the Valid Path network, we are dedicated to providing best-practice and independent financial advice.

• Company pension scheme
• Death in Service Life Insurance

With over 55 years of experience, BPU Accountants is not just a firm; we are a forty strong family of friendly and approachable chartered accountants and business advisers. Our offices at Cardiff Gate Business Park and Llantwit Major are hubs of innovation and client-focused solutions.

Join us and be part of the BPU Financial Solutions team, who value integrity, professionalism, and client success.
If you are organized, dynamic, motivated and ready to take your career to the next level, we want to hear from you!

Location:

Cardiff
Salary:
Competitive Depending on Experience

Job Purpose:

BPU is one of the largest Independent firms of Chartered Accountants based in South Wales and is looking for an experienced Audit and Accounts Manager to oversee the planning, execution, and completion of audit and accounting work for a portfolio of clients. The ideal candidate will have a strong technical background, leadership skills, and the ability to manage client relationships effectively.

The firm is offering a competitive salary and benefits package as follows:

• Competitive salary depending on experience
• Full time permanent role based at Cardiff Gate Office, Cardiff
• Flexible working hours…