IFA Administrator – Client Service & Compliance

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

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.