IFA Administration

Focus Resourcing; Cardiff; On-site; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Four-day week

Lunch break

Holiday entitlement

Pension

Private medical

Annual bonus

Team events

Career progression

Job summary

Focus Resourcing is seeking an IFA Administration professional to join a financial services practice in Cardiff. You will be the first point of contact for clients, prospects and visitors, supporting Financial Planners with diary management and client servicing.

The role offers a four-day week with no salary reduction, a 9-5 Mon-Thu schedule, 28 days holiday plus bank holidays, a workplace pension and private medical insurance after 12 months, plus performance bonuses and progression

Qualifications

• Previous experience in a client-facing or administrative role, ideally within an IFA admin, financial services or a professional office environment.
• Strong organisational skills with the ability to manage multiple diaries and competing priorities.
• Excellent communication skills (written, verbal and in-person).
• High attention to detail and accuracy.
• Proficient in Microsoft Office and comfortable with CRM/back-office systems.
• Professional, approachable, and discreet in handling sensitive information.

Responsibilities

• Act as the first point of contact for all incoming enquiries.
• Meet and greet clients and guests on arrival at the office.
• Organise client and prospective client meetings, managing all Financial Planners' diaries effectively.
• Prepare and issue client documentation before and after meetings.
• Attend client meetings when required.
• Complete Anti-Money Laundering (AML) checks.
• Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
• Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
• Complete checklists, scan and file documentation to the back-office system.
• Provide weekly Management Information to the Practice/Operations Manager.
• Manage Financial Planners' general queries, calls and invitations.
• Attend and record weekly team meetings and quarterly open forum meetings.

Skills

Client liaison

Diary management

Communication

Attention to detail

Team player

Discretion

Organisational skills

Tools

Microsoft Office

CRM/back-office systems

Job description

IFA Administration

Accounting & Finance

£30000 - £35000 per annum + excellent benefits + career progression

Cardiff, Cardiff, Wales

Permanent

09431781012623

We are looking to recruit for a Client Services Manager to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.

Key Responsibilities:

• Act as the first point of contact for all incoming enquiries.
• Meet and greet clients and guests on arrival at the office.
• Organise client and prospective client meetings, managing all Financial Planners' diaries effectively.
• Prepare and issue client documentation before and after meetings.
• Attend client meetings when required.
• Complete Anti-Money Laundering (AML) checks.
• Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
• Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
• Complete checklists, scan and file documentation to the back-office system.
• Provide weekly Management Information to the Practice/Operations Manager.
• Manage Financial Planners' general queries, calls and invitations.
• Attend and record weekly team meetings and quarterly open forum meetings.

Skills & Experience:

• Previous experience in a client-facing or administrative role, ideally within and IFA admin, financial services or a professional office environment.
• Strong organisational skills with the ability to manage multiple diaries and competing priorities.
• Excellent communication skills (written, verbal and in-person).
• High attention to detail and accuracy.
• Proficient in Microsoft Office and comfortable with CRM/back-office systems.
• Professional, approachable, and discreet in handling sensitive information.
• Client-focused with a proactive, "can-do" attitude.
• Friendly, professional and confident in dealing with clients and colleagues.
• Team player with the ability to work independently when required.
• Reliable, trustworthy and conscientious.

A fantastic benefits package including...

• 4 day working week with no reduction in your salary.
• 9-5pm Mon-Thursday with ½ hr for lunch
• 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
• 1 week off for Christmas, not taken from your annual leave entitlement.
• Company pension scheme (after 3 months).
• Private Medical Insurance (after 12 months).
• Summer & Christmas bonus based on company performance.
• Team away days and social events throughout the year.
• Supporting, friendly team with opportunities to progress.