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Financial Services Administrator

3 months ago

Cardiff, United Kingdom Templegate Full time

**Templegate Recruitment**
**Financial Services Specialist Recruiters**

**Job Title**: Financial Services Administrator

**Location**: Cardiff

**Benefits**:

- 23 days annual leave - will be increased to 25 days after three full years of employment
- Day off for birthdayplus Bank Holidays
- 4% of annual salary paid into pension policy - non contributory

**Salary**: Up to £26,000 ~ Depending On Experience

**About the Company**:
Our Client is a well-established financial advisor practice who deals with High Net worth clients.

They are now looking for an **IFA Administrator** to join their existing established team.

**What Your Day to Day Duties Will Include**:

- Must have previous experience working for an Independent Financial Adviser.
- Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
- An understanding of FCA regulations and guidelines relating to financial services clients
- Willingness to continue to develop knowledge of products and related issues through formal and informal learning
- Good communication skills (written and verbal) that are effective and meet business needs
- Ability to prioritise and organise own workload
- Ability to work under pressure and to deadlines
- Accuracy of work and attention to detail Key Responsibilities
- New business submission and tracking to conclusion
- Day to day client management, processing any queries which may arise
- Processing Investment trades, Fund switches and Contribution/Income requests and adjustments
- Liaising with clients, product providers and other relevant third parties
- Ensure back-office system is kept up to date including client and provider data
- Issue Letters of Authority and chase for policy information
- Knowledge of Xplan (back-office system) would be a benefit
- Obtaining illustrations and supporting literature
- Understand and adhere to Company procedures and policies and the requirements of the FCA Standards and Rules.

**What is Needed to Be Considered for this Role**:

- Previous experience within an IFA practice is essential
- Excellent communication skills, both oral and written
- Self-motivated, with an ability to work and think under own initiative
- FCA understanding of regulations and products
- Knowledge of XPlan would be helpful
- Well organised and IT literate

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

**Salary**: Up to £26,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Cardiff, Cardiff: reliably commute or plan to relocate before starting work (required)

Work Location: One location

Reference ID: 1553