Ifa Administrator - hybrid working

• Location: Cardiff - hybrid working 
• Salary: Competitive (dependent on experience)
• Job Type: Full-time, Permanent

My client are a client-focused Wealth Management and Independent Financial Advisory (IFA) firm dedicated to delivering tailored financial planning solutions. They are seeking a Senior Administrator experienced in financial services to join our dynamic team.

• Provide comprehensive administrative support to financial advisers and paraplanners.
• Prepare and process new business applications across pensions, investments, and protection products.
• Manage client records and ensure data accuracy within back-office systems.
• Handle client queries and liaise with product providers to obtain information.
• Support compliance processes by maintaining accurate records and ensuring regulatory requirements are met.
• Prepare reports, valuations, and meeting packs for client reviews.
• Assist with day-to-day office management and workflow coordination.

• Proven experience in a Wealth Management, IFA, or Financial Planning firm.
• Excellent attention to detail with strong administrative skills.
• Comfortable using financial CRM systems, Microsoft Office, and provider platforms.
• Knowledge of financial products, including pensions, investments, and protection.
• Strong understanding of FCA regulations and compliance requirements.

• Competitive salary and benefits package.
• 25 days annual leave plus bank holidays.
• Death in service benefit.
• 8% employer pension contribution.
• Private Health Insurance.
• Potential for hybrid working.
• Supportive and collaborative working environment.
• Career development opportunities within a growing firm.

If you are an experienced financial services administrator looking for a new challenge, we would love to hear from you! Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position. Join and be part of a firm where your expertise is valued, and your contributions make a difference!