We have a fantastic opportunity within a "Boutique" Financial Services firm in Cardiff. Central to their culture is the principle of independent financial advice. This is an extremely busy office, so the successful candidate must be self-motivated, conscientious and have excellent attention to detail.
An established practice that offers a wide range of Financial Advisory and Investment Services and are experts in the fields of Advisory Investment, Employee Benefits and Personal Financial Planning Services. The firm use state of the art technology and research systems offering a true independent wealth management advisory service for our client’s financial benefit.
The Role
The role of the full time Administrator is to support the Operations Manager in ensuring the smooth running of the business, by providing client sales support services and general administration support for the directors.
Full training and support is given in this role with flexibility to work in the office and from home.
Key Responsibilities and Outputs
Assist and support the Operations Manager with all aspects of general office administration.
Providing accurate and timely client valuations
Support the Operations Manager in the provision of designated marketing activities
Providing assistance and support with Compliance administration activities
Assist in the provision of Employee Benefit administration activities
Support in the ongoing Health and Safety needs of the office
Delivering agreed project activities as designated by the Operations Manager
Delivering agreed IT hardware and software systems projects
Develop and maintain internal relationships to help business flow and meet agreed targets
Promoting the profile of the business within the profession and wider communities
Continuous professional development to meet personal development needs.
The role holder may from time to time be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.
Key Skill Sets
An experienced administrator within financial services with at least 1 year IFA Sector experience.
Driven and hardworking individual with experience of working towards strict deadlines in administrative roles.
Some Group Risk scheme experience would be advantageous.
Confident communication and interpersonal skills – especially when working within, and across multiple teams to produce results.
Ability to work independently to agreed deadlines.
IT competent across a range of IT solutions and provider platforms.
Working knowledge of IFA back-office systems (preferably Intelligent Office), and Microsoft Office (Word, Excel, Outlook, Publisher) is essential.
IFA Administrator Cardiff (CW-1849)
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