IFA Administrator

Financial Services Administrator – Cardiff (4-Day Work Week) 📍 Location: Cardiff (In-Office) 💰 Salary: Up to £32,000 DOE 📆 Working Pattern: 4-Day Work Week (Full-Time Hours) Are you an experienced financial services administrator looking for a role that offers career development, work-life balance, and the opportunity to support a growing financial planning team? This is a fantastic opportunity to join a well-established firm where you’ll play a key role in supporting Financial Planners and Paraplanners with essential administrative and client service tasks. Key Responsibilities: ✔ New Business Processing – Accurately process applications, liaise with providers, and ensure smooth client onboarding. ✔ Platform & Investment Administration – Perform regular platform checks, assist with investing monies, and prepare reports. ✔ Paraplanning Support – Update cashflows, assist with strategy documents and compile suitability letters. ✔ Client & Provider Liaison – Handle queries, process policy information, and ensure outstanding client service. ✔ Office Security & Compliance – Ensure smooth daily operations, attend team meetings, and contribute to the firm’s success. What We’re Looking For: 🔹 Strong financial administration experience (ideally in a wealth management/IFA setting). 🔹 Excellent IT and organisational skills – experience with platforms and back-office systems is a plus! 🔹 Attention to detail and the ability to work efficiently in a fast-paced environment. 🔹 A team player with a proactive approach and excellent communication skills. 🔹 GCSEs (A-C in Maths & English) preferred. Why Join Us? ✅ 4-Day Work Week – Enjoy a better work-life balance while maintaining a full-time salary. ✅ Career Progression – Gain exposure to financial planning and paraplanning tasks. ✅ Great Team Culture – Be part of a supportive, collaborative environment. 💡 Interested? Apply today or reach out for a confidential chat