At a Glance
- Tasks: Manage client records, process applications, and ensure timely follow-ups for financial services.
- Company: Dynamic financial services firm located in Cardiff Gate.
- Benefits: Flexible working hours, pension scheme, and life insurance.
- Other info: Opportunities for professional growth and development in a collaborative environment.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: 1 year of experience in financial advice administration and GCSEs in Maths and English.
The predicted salary is between 25000 - 32000 £ per year.
Location: Cardiff Gate CF23 8AA
Salary: Depending on experience and qualifications
What we’re looking for
- Experience: Minimum 1 year in financial advice administration, understanding of back‑office systems, ideally IRESS XPLAN.
- Qualifications: Ideally financial services qualifications and minimum GCSE grades A‑C/1‑3 in Mathematics and English.
- Communication skills: Must communicate professionally with clients and providers.
- Hours: Full time permanent role, 37½ hours per week, based at Cardiff Gate office. Flexible working hours Monday‑Friday with core time system; part‑time role of 30 hours per week also possible.
Key Responsibilities
- Maintain and update back‑office client records with precision.
- Handle sending and receiving information requests efficiently.
- Package and submit life, investment, and pension applications to providers.
- Accurately record new business and track applications through to issue.
- Manage the annual review diary to ensure timely follow‑ups.
- Assist with quarterly investment rebalances to keep clients’ portfolios in top shape.
Benefits
- Company pension scheme.
- Death in Service Life Insurance.
Financial Services (IFA) Administrator in Cardiff employer: BPU Chartered Accountants
At our Cardiff Gate office, we pride ourselves on being an excellent employer that values flexibility and professional growth. With a supportive work culture, competitive benefits including a company pension scheme and life insurance, and opportunities for career advancement, we empower our employees to thrive in their roles while maintaining a healthy work-life balance. Join us to be part of a dynamic team dedicated to delivering exceptional financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services (IFA) Administrator in Cardiff
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Financial Services (IFA) Administrator in Cardiff
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to BPU Chartered Accountants.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on BPU Chartered Accountants's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at BPU Chartered Accountants
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BPU Chartered Accountants.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at BPU Chartered Accountants will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former BPU Chartered Accountants employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
