Ifa Administrator

Reed; Cardiff; On-site; GBP 60,000 - 80,000; Full time

Job summary

A small IFA firm in Cardiff is seeking a Financial Services Administrator to provide essential support to financial advisers. The role involves managing client documentation, ensuring compliance, and maintaining accurate records. The ideal candidate will have experience in financial services administration and excellent communication skills. This position offers a supportive team environment and opportunities for professional growth.

Benefits

Flexible working arrangements

Pension scheme

Access to funded training programs

Qualifications

• Prior role in financial services administration or similar capacity.
• Solid understanding of financial products and regulatory frameworks.
• Interest in pursuing or currently working towards industry qualifications.

Responsibilities

• Assist financial advisers by preparing client documentation.
• Schedule client meetings and handle inbound queries.
• Keep client records accurate and up-to-date.
• Assist with compliance-related tasks, including audit preparation.
• Support the creation of financial reports.

Skills

Exceptional communication abilities

Meticulous attention to detail

Proficiency in Microsoft Office

Proficiency in CRM platforms

Education

Diploma or degree in Business, Finance, or related field

Job description

Overview

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.

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!