Job description
We are seeking a professional, detail-oriented IFA Administrator to join our dynamic team in Aberystwyth. This is an excellent opportunity for someone looking to build a long-term career in financial services within a supportive, forward-thinking firm. The role offers a blend of technical administrative work and direct client interaction, with hybrid working available to support a healthy work-life balance.
This position plays a vital role in the advice process, supporting financial advisers and ensuring the delivery of exceptional service to our clients. It's ideally suited to someone who enjoys working with precision, is confident communicating with clients, and thrives in a structured and collaborative environment.
Key Responsibilities
1. Prepare a wide range of documentation including client reports, portfolio valuations, and financial quotations
2. Maintain accurate client records and ensure all systems are updated in a timely and compliant manner
3. Act as a point of contact for client queries, communicating confidently both over the phone and in person
4. Support advisers with the management of complex client cases by drafting high-quality, compliant reports
5. Conduct research to support advice delivery and generate accurate, compelling, and tailored client reports
6. Provide end-to-end administrative support to ensure the smooth running of client services and adviser operations
Skills & Experience Required
7. Excellent problem-solving skills and the ability to work independently to resolve queries
8. Strong analytical mindset with the ability to assess and interpret complex financial information
9. Proven experience in administrative roles, ideally within financial planning, wealth management, or a regulated environment
10. Comfortable making informed decisions and taking ownership of tasks
11. Technically proficient, with experience using CRM systems, reporting tools, and Microsoft Office applications
12. Strong interpersonal skills with the ability to build effective working relationships with both internal teams and external stakeholders
What We Offer
13. Competitive salary up to £30, (depending on experience)
14. Hybrid working, a blend of office and home-based flexibility
15. Company pension scheme
16. Death in service cover
17. 25 days annual leave, plus your birthday off
18. Flexible benefits, with the option to purchase additional holidays
19. Enhanced family-friendly policies
20. Cycle to work scheme
If you are organised, client-focused, and looking for a role where your work truly supports people's financial futures, we would love to hear from you.
Apply now to take the next step in your financial services career.