Location
Cardiff
Salary
£26000 - £28000
TypePermanent
WorkplaceOn-Site
Ref86155
Job Title: IFA Admin
Salary: up to £28,000
Location: Cardiff
Department: Administration/Financial Services
Reports To: Independent Financial Advisor (IFA) / Office Manager
Job Summary: The IFA Admin is responsible for providing administrative and clerical support to Independent Financial Advisors, ensuring efficient and effective operations within the advisory firm.
Responsibilities:
- Assist Independent Financial Advisors with day-to-day administrative tasks.
- Prepare and manage correspondence, reports, and documents.
- Maintain and update client records and financial databases.
- Schedule appointments and manage the advisor’s calendar.
- Prepare and process client documentation, including applications, forms, and agreements.
Requirments
- Previous experience in a financial services or administrative role is highly desirable.
- Strong organizational and multitasking skills.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with financial software and CRM systems.
- Attention to detail and a high level of accuracy.
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