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| Job Location | Cardiff |
| Education | Not Mentioned |
| Salary | 22,000 - 26,000 per annum, inc benefits |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
We have a fantastic IFA Administrator opportunity within a "Boutique" Financial Services firm in Cardiff. Central to their culture is the principle of independent financial advice. This is an extremely busy office, so the successful IFA Administrator mustbe self-motivated, conscientious and have excellent attention to detail.An established practice that offers a wide range of Financial Advisory and Investment Services and are experts in the fields of Advisory Investment, Employee Benefits and Personal Financial Planning Services. The firm use state of the art technology andresearch systems offering a true independent wealth management advisory service for our clients financial benefit.The Role The role of the full time IFA Administrator is to support the Operations Manager in ensuring the smoothrunning of the business, by providing client sales support services and general administrationsupport for the directors.Full training and support is given in this IFA Administrator role with flexibility to work in the office and from home.Key Responsibilities and Outputs Assist and support the Operations Manager with all aspects of general office administration.Providing accurate and timely client valuationsSupport the Operations Manager in the provision of designated marketing activitiesProviding assistance and support with Compliance administration activitiesAssist in the provision of Employee Benefit administration activitiesSupport in the ongoing Health and Safety needs of the officeDelivering agreed project activities as designated by the Operations ManagerDelivering agreed IT hardware and software systems projects Develop and maintain internal relationships to help business flow and meet agreed targetsPromoting the profile of the business within the profession and wider communitiesContinuous professional development to meet personal development needs.The role holder may from time to time be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.Key Skill Sets An experienced administrator within financial services with at least 1 year IFA Sector experience.Driven and hardworking individual with experience of working towards strict deadlines in administrative roles.Some Group Risk scheme experience would be advantageous.Confident communication and interpersonal skills - especially when working within, and across multiple teams to produce results.Ability to work independently to agreed deadlines. IT competent across a range of IT solutions and provider platforms.Working knowledge of IFA back-office systems (preferably Intelligent Office), and Microsoft Office (Word, Excel, Outlook, Publisher) is essential.Key Benefits Competitive salary, depending upon experience.Contributory Pension Scheme (with Salary Exchange) Non contributory Death in Service SchemeNon contributory Income Protection Scheme33 Days Holiday (inc. Bank Holidays)Limited Office Parking
Keyskills :
Employee BenefitsFinancial PlanningFinancial ServicesWealth ManagementInvestment Advisory Services