Full job descriptionFinancial Services Administrator Opportunity
Location: Cardiff, Wales - office based role
Salary: Competitive, dependent on experience
Contract: Full-time & Part-time, Permanent
Parking: Available on-site
Are you a highly organized, detail-oriented professional with a passion for delivering top-notch client service in the financial sector? Join our close-knit team at a small IFA firm as a Financial Services Administrator, where you will play a crucial role in supporting our advisers to deliver exceptional financial solutions.
Key Responsibilities
*Administrative Support: Assist financial advisers by preparing client documentation, managing correspondence, and ensuring smooth day-to-day operations.
*Client Interaction: Schedule client meetings, handle inbound queries with professionalism, and maintain a high standard of client communication.
*Data Management: Keep client records accurate and up-to-date, ensuring all interactions are logged promptly in our CRM systems.
*Compliance and Reporting: Assist with compliance-related tasks, including audit preparation and regulatory reporting, to uphold our firm’s standards.
*Financial Documentation: Support the creation of financial reports and the preparation of client reviews to aid in strategic decision-making.
What We’re Looking For
*Experience: Prior role in financial services administration or a similar capacity, with a solid understanding of financial products and regulatory frameworks (e.g., FCA, GDPR).
*Skills: Exceptional communication abilities, meticulous attention to detail, and proficiency in Microsoft Office and CRM platforms.
*Efficiency: Capable of managing multiple tasks simultaneously and meeting tight deadlines without compromising quality.
Desirable Qualifications
*Education: Diploma or degree in Business, Finance, or a related field.
*Certifications: Interest in pursuing or currently working towards industry qualifications (e.g., CII, CISI).
What We Offer
*Team Environment: Work within a supportive and collaborative atmosphere that values each member’s contribution.
*Career Growth: Opportunities for professional development, including access to funded training programs.
*Employee Benefits: Enjoy flexible working arrangements, a pension scheme, and other comprehensive benefits.
Join Us
If you’re ready to advance your career in financial services and contribute to a team that values dedication and expertise, we want to hear from you. Apply now by submitting your CV and a brief cover letter explaining your experience and why you are motivated to join our team. Let’s achieve great things together!