We're working with a highly respected Independent Financial Adviser firm based in Cardiff, known for delivering bespoke financial planning and investment advice to both private clients and businesses. The firm has built its reputation entirely through client referrals, reflecting its unwavering commitment to service quality and trusted relationships. They're now looking to appoint an experienced IFA Administrator to join their growing support team.
The Role:
As an IFA Administrator, you'll play an essential role in supporting advisers and paraplanners, ensuring exceptional service delivery to clients. You'll work as part of a collaborative and supportive team, helping manage client information, documentation, and the smooth running of daily operations within a busy advisory office.
Day-to-day responsibilities will include:
1. Preparing and maintaining client files and documentation in line with FCA requirements.
2. Liaising with advisers, paraplanners, and product providers to obtain valuations, quotations, and policy information.
3. Supporting client review meetings by preparing packs and ensuring client information is up to date.
4. Managing incoming and outgoing correspondence, updating records on the CRM system, and handling general administrative tasks.
5. Assisting with new busine...