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. What We’re Looking For

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. Desirable Qualifications

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).

What We Offer 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. Join Us 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!