Ifa Administrator - Pensions in Cardiff

This position provides essential administrative support to the client servicing function, helping to ensure Advisers and clients receive an efficient, professional and responsive service. Working alongside the Administration Manager/Team Leader and wider administration team, you will play an important role in keeping client cases and day-to-day activities progressing smoothly. Provide reliable and proactive administrative support to Financial Advisers Communicate with clients via telephone, email and online portals to obtain information and documentation required to progress cases Assist with the processing and administration of new business from initial submission through to completion Produce and update illustrations, projections and valuations as required Maintain accurate records of client and Adviser communications, ensuring appropriate notes and audit trails are recorded on the relevant systems Follow all company policies, procedures, compliance requirements and training & competence standards Experience handling and maintaining accurate client information and data Confidence communicating with clients and third parties by telephone, email and online platforms Strong attention to detail when recording conversations, instructions and actions to maintain an accurate audit trail Familiarity with financial planning or wealth management administration Understanding of data quality, file oversight and administrative controls Experience monitoring the progress and quality of client-related activity Visit the IDEX Consulting Ltd website for further opportunities. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways.