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- Location: Cardiff - hybrid working
- Salary: Competitive (dependent on experience)
- Job Type: Full-time, Permanent
My client are a client-focused Wealth Management and Independent Financial Advisory (IFA) firm dedicated to delivering tailored financial planning solutions. They are seeking a Senior Administrator experienced in financial services to join our dynamic team.
Day-to-Day of the Role:- Provide comprehensive administrative support to financial advisers and paraplanners.
- Prepare and process new business applications across pensions, investments, and protection products.
- Manage client records and ensure data accuracy within back-office systems.
- Handle client queries and liaise with product providers to obtain information.
- Support compliance processes by maintaining accurate records and ensuring regulatory requirements are met.
- Prepare reports, valuations, and meeting packs for client reviews.
- Assist with day-to-day office management and workflow coordination.
- Proven experience in a Wealth Management, IFA, or Financial Planning firm.
- Excellent attention to detail with strong administrative skills.
- Comfortable using financial CRM systems, Microsoft Office, and provider platforms.
- Knowledge of financial products, including pensions, investments, and protection.
- Strong understanding of FCA regulations and compliance requirements.
- Competitive salary and benefits package.
- 25 days annual leave plus bank holidays.
- Death in service benefit.
- 8% employer pension contribution.
- Private Health Insurance.
- Potential for hybrid working.
- Supportive and collaborative working environment.
- Career development opportunities within a growing firm.
If you are an experienced financial services administrator looking for a new challenge, we would love to hear from you! Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position. Join and be part of a firm where your expertise is valued, and your contributions make a difference!
