IFA Administrator - 4x days per week with every Friday off

Our client a Wealth Management forms based in Cardiff is looking to bring on-board a proactive and detail-oriented IFA Administrator to join a leading financial planning firm. This role offers a fantastic opportunity to develop your career in financial services administration while contributing to a dynamic, supportive, and client-focused environment.

Our client operates a 4-day working week with every Friday off with no reduction in salary!

Key Responsibilities:

• Pre-New Business Queries: Manage queries through Hubspot.
• Letters of Authority: Process and track to completion.
• Client Preparation: Obtain illustrations and prepare for client meetings.
• New Business Processing: Handle all product types and fund switches.
• Post New Business Processing: Track new business to completion with providers.
• Compliance: Follow AML procedures and ensure all regulatory requirements are met.
• Servicing Processing: Manage basic updates, withdrawal requests, tax, plan information, and death claims.
• Database Management: Maintain and manage Intelliflo and task database management.
• Service Fee Management: Oversee service status and client fees.
• Portfolio Summaries: Provide client portfolio summaries and valuations.
• Ongoing Suitability: Maintain suitability records post-client review meetings.
• Document Management: Ensure secure storage of client documents using Papercloud.
• Client Portal Management: Assist clients with portal navigation and onboarding.
• Professional Support: Assist Financial Planners, Paraplanners, and the business in general via administrative tasks, updating cash flows, and drafting suitability letters.

What You’ll Bring:

• Experience: Minimum 1 years in an IFA environment.
• Knowledge: Broad understanding of financial products and services.
• Skills: Strong ICT skills (Word, Excel, Outlook) and database management experience.
• Qualifications: Industry qualifications (e.g., Diploma) desirable but not essential.

Benefits of working here:

• 4-Day Work Week with every Friday off.
• Annual Leave: 28 days plus 8 statutory bank holidays
• Christmas Break:A full week off between Christmas & New Year—without using your holiday allowance!
• Company Pension Scheme and Private Medical Insurance.
• Free On-Site Parking.
• Summer & Christmas Bonuses (dependent on company profitability and individual performance).
• 6-Monthly Personal Development Reviews and Quarterly One-to-Ones.
• Annual Team Away Day every January.
• Summer Social Event every August.
• Client Christmas Event & Staff Christmas Party.

If you're passionate about financial services administration and eager to thrive in a professional, growth-oriented environment, we’d love to hear from you!