IFA Administrator

LocationCardiff Salary £26000 - £28000 TypePermanent WorkplaceOn-Site Ref86155 Recruiter Managing This Role Job Title: IFA AdminSalary: up to £28,000Location: Cardiff Department: Administration/Financial ServicesReports To: Independent Financial Advisor (IFA) / Office ManagerJob 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 advisors 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. #LI-SS1