Job Title: Ifa Administrator

3 weeks ago


Swansea, United Kingdom Capio Recruitment Full time

Job Title: IFA Administrator - National Wealth Management Firm

Location: Swansea, United Kingdom

Company Description: We are a leading national wealth management firm, dedicated to providing exceptional financial planning and investment solutions to our clients. With a strong presence across the country, we pride ourselves on our expertise, professionalism, and commitment to delivering personalized service. As we continue to grow, we are seeking a highly organized and detail-oriented IFA Administrator to join our Swansea office.

Job Description: As an IFA Administrator, you will play a vital role in supporting our team of Independent Financial Advisers (IFAs) by ensuring the smooth operation of administrative processes. Your attention to detail and proactive approach will contribute to the overall efficiency and effectiveness of our financial planning services. This position offers an excellent opportunity to work within a reputable firm and gain valuable experience in the wealth management industry.

**Responsibilities**:

- Provide comprehensive administrative support to our team of IFAs, including managing diaries, scheduling appointments, and coordinating meetings.
- Maintain accurate client records, ensuring all documentation is completed and stored securely.
- Prepare and distribute client correspondence, reports, and presentations, maintaining high standards of accuracy and professionalism.
- Respond promptly and professionally to client inquiries, both in person and over the phone, providing outstanding customer service.
- Collaborate with other team members to support the achievement of departmental goals and objectives.
- Assist in the implementation and maintenance of systems and processes to enhance overall efficiency and client experience.
- Stay up-to-date with industry regulations and internal compliance requirements to ensure adherence at all times.
- Handle confidential and sensitive information with the utmost discretion and professionalism.

Qualifications and Skills:

- Previous experience in a similar role within the financial services industry is highly desirable.
- Strong organizational skills with exceptional attention to detail.
- Excellent communication skills, both written and verbal, with the ability to interact confidently and professionally with clients and colleagues.
- Proficient in using Microsoft Office Suite, including Word, Excel, and Outlook.
- Ability to work effectively under pressure, prioritize tasks, and meet deadlines.
- Knowledge of financial planning processes and products is advantageous.
- Demonstrated commitment to maintaining confidentiality and handling sensitive information.

**Benefits**:

- Competitive salary package commensurate with experience.
- Opportunity for professional growth and development within a reputable national firm.
- Pension scheme and other employee benefits.
- Positive work environment with a collaborative and supportive team.
- Chance to work with a nationally recognized wealth management firm committed to client satisfaction.

"INDELOISE"

**Job Types**: Full-time, Permanent

**Salary**: Up to £24,000.00 per year

**Benefits**:

- Company pension
- Financial planning services
- Flexitime
- Life insurance
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: Hybrid remote in Swansea


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