Finance Administrator

Greystone Consulting Group Ltd; Bridgend; On-site; GBP 20,000 - 28,000; Full time

Job summary

Greystone Consulting Group Ltd. is seeking an IFA Administrator in Bridgend to support advisers and ensure a smooth client journey from initial enquiry through to policy implementation and ongoing servicing.

The role requires strong organization, meticulous attention to detail, and a commitment to excellent client service. It is a full-time position, four days per week (Mon-Thu), based in Bridgend with a small, friendly team.

Qualifications

• 1+ year of Financial Services experience.
• 1+ year of administration experience.

Responsibilities

• Provide administrative support to Financial Advisers and Paraplanners.
• Prepare client review packs and meeting documentation.
• Process new business applications and monitor progress to completion.
• Liaise with clients, providers and third parties to obtain information and resolve queries.
• Maintain accurate client records and update back-office systems.
• Produce suitability report packs and supporting documentation.
• Manage adviser diaries and arrange client meetings.
• Process withdrawals, fund switches and other client servicing requests.
• Ensure all work complies with FCA regulations and company procedures.
• Assist with client annual reviews and ongoing servicing requirements.
• Handle incoming calls and correspondence professionally.

Skills

Financial Services experience

Administration experience

Job description

We are looking for an IFA Administrator who can join a small, friendly team in Bridgend.

The Role

As an IFA Administrator, you will play a key role in supporting advisers and ensuring a smooth client journey from initial enquiry through to policy implementation and ongoing servicing.

The successful candidate will be highly organised, have excellent attention to detail, and be committed to delivering outstanding client service.

This is a full time role, over 4 working days (Monday-Thursday).

Key Responsibilities

• Providing administrative support to Financial Advisers and Paraplanners.
• Preparing client review packs and meeting documentation.
• Processing new business applications and monitoring progress through to completion.
• Liaising with clients, providers, and third parties to obtain information and resolve queries.
• Maintaining accurate client records and updating back-office systems.
• Producing suitability report packs and supporting documentation.
• Managing adviser diaries and arranging client meetings.
• Processing withdrawals, fund switches, and other client servicing requests.
• Ensuring all work is completed in line with FCA regulations and company procedures.
• Assisting with client annual reviews and ongoing servicing requirements.
• Handling incoming calls and correspondence professionally and efficiently.

Must have:

• 1+ years of Financial Services experience
• 1+ years of work experience with Administration