IFA Administrator

Gregory Davies Wealth Management Ltd; Caerphilly; Hybrid; GBP 25,000 - 30,000; Part time

Job summary

Join a leading wealth management firm as an IFA Administrator in Caerphilly. In this part-time role, provide essential support to financial advisers by processing client accounts and ensuring regulatory compliance. Benefit from a competitive salary and a flexible, supportive work environment.

Benefits

Competetive salary

Supportive team culture

Career development

Holiday Pay

Work-life balance flexibility

Bonus

Qualifications

• Experience in an IFA or financial services environment desirable.
• Familiarity with back-office systems like Xplan & Defaqto encouraged.
• Working toward relevant qualifications is a plus.

Responsibilities

• Process new business applications and maintain accurate client records.
• Prepare valuation reports and meeting packs.
• Ensure compliance with industry regulations.

Skills

Organisational skills

Communication skills

Attention to detail

Education

Relevant financial qualifications

Tools

Xplan

Defaqto

Job description

We're Hiring: IFA Administrator

Location: Caerphilly | Part-Time (15 – 20 Hours) | Competitive Salary

Hybrid/flexible working options available – Caerphilly Town Centre location

Are you an organised and detail-driven professional with experience in financial services? Join our dynamic team as an IFA Administrator, where you’ll support two advisers in delivering exceptional financial planning solutions to our clients including Mortgages & Investments.

About the Role

In this key support role, you’ll be responsible for ensuring the smooth administration of client accounts, from new business processing to preparing valuations and liaising with providers. You'll help keep everything running behind the scenes while ensuring compliance with industry regulations.

Key Responsibilities

• Process new business applications and client documentation
• Maintain accurate client records using our back-office systems
• Prepare valuation reports and client meeting packs
• Liaise with clients, providers, and advisers
• Support compliance and FCA regulation adherence
• Social Media profile updates

What We’re Looking For

• Previous experience in an IFA or financial services environment desirable
• Excellent organisational and communication skills
• Familiarity with Backoffice systems like Xplan & Defaqto desirable
• High attention to detail and ability to manage multiple tasks
• Working toward or holding relevant qualifications encouraged

What You’ll Get

• Competitive salary and benefits
• Supportive team culture
• Career development
• Holiday Pay
• Flexibility to help you maintain a healthy work-life balance
• Bonus

Ready to take the next step?

Apply directly via LinkedIn or send your CV to [e-mail]

Let’s build your career in financial planning, together.

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