IFA Administrator

IFA Administrator

Cardiff Full-Time No home office possible
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Financial Services Administrator – Cardiff (4-Day Work Week) πŸ“ Location: Cardiff (In-Office) πŸ’° Salary: Up to Β£32,000 DOE πŸ“† 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: βœ” New Business Processing – Accurately process applications, liaise with providers, and ensure smooth client onboarding. βœ” Platform & Investment Administration – Perform regular platform checks, assist with investing monies, and prepare reports. βœ” Paraplanning Support – Update cashflows, assist with strategy documents and compile suitability letters. βœ” Client & Provider Liaison – Handle queries, process policy information, and ensure outstanding client service. βœ” Office Security & Compliance – Ensure smooth daily operations, attend team meetings, and contribute to the firm’s success. What We’re Looking For: πŸ”Ή Strong financial administration experience (ideally in a wealth management/IFA setting). πŸ”Ή Excellent IT and organisational skills – experience with platforms and back-office systems is a plus! πŸ”Ή Attention to detail and the ability to work efficiently in a fast-paced environment. πŸ”Ή A team player with a proactive approach and excellent communication skills. πŸ”Ή GCSEs (A-C in Maths & English) preferred. Why Join Us? βœ… 4-Day Work Week – Enjoy a better work-life balance while maintaining a full-time salary. βœ… Career Progression – Gain exposure to financial planning and paraplanning tasks. βœ… Great Team Culture – Be part of a supportive, collaborative environment. πŸ’‘ Interested? Apply today or reach out for a confidential chat

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Contact Detail:

Capita Internal Resourcing (CIR) Recruiting Team

IFA Administrator
Capita Internal Resourcing (CIR)
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