We are working with a well-established, highly professional independent financial planning firm based in Cardiff, currently seeking an experienced IFA Administrator to join their growing team.
The business is a reputable independent practice with approximately 20 employees, known for delivering high-quality financial planning and advice to a diverse client base. They pride themselves on their strong client relationships, collaborative team culture and commitment to maintaining exceptional professional standards.
This role offers a highly flexible working arrangement, with the majority of time spent working from home. You will be required to attend the Cardiff office periodically for team meetings and training so applicants should be within a reasonable commuting distance.
This is an excellent opportunity for an organised and detail-focused IFA Administrator to join a supportive and forward-thinking environment where quality of service and teamwork are key.
Key Responsibilities:
- Providing comprehensive administrative support to Financial Advisers and Paraplanners
- Preparing client review packs, valuations, and meeting documentation
- Processing new business applications and ensuring accurate submission and tracking
- Liaising with providers and clients to obtain information and resolve queries
- Maintaining accurate client records and ensuring compliance standards are met
- Supporting the wider team with general office and administrative duties
About You:
- Previous experience within an IFA or financial planning administration role
- Strong understanding of financial services processes and products
- Excellent organisational skills with strong attention to detail
- Confident communicator with a professional client-focused approach
- Able to work well both independently and as part of a close-knit team
Salary & Benefits:
- Basic salary up to £35,000 (with flexibility depending on experience)
- 25 days holiday, plus an additional day for each year of service (capped)
- Flexible working hours - 7am – 5pm
- Income protection
- Life insurance
- Gym membership
- Full support for professional/market exams
- Pension scheme
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
