IFA Administrator - Hybrid/Remote

We are working with a well-established, highly professional independent financial planning firm based in Cardiff, currently seeking an experienced IFA Administrator to join their growing team.The business is a reputable independent practice with approximately 20 employees, known for delivering high-quality financial planning and advice to a diverse client base. They pride themselves on their strong client relationships, collaborative team culture and commitment to maintaining exceptional professional standards.This role offers a highly flexible working arrangement, with the majority of time spent working from home. You will be required to attend the Cardiff office periodically for team meetings and training so applicants should be within a reasonable commuting distance.This is an excellent opportunity for an organised and detail-focused IFA Administrator to join a supportive and forward-thinking environment where quality of service and teamwork are key.Key Responsibilities:Providing comprehensive administrative support to Financial Advisers and ParaplannersPreparing client review packs, valuations, and meeting documentationProcessing new business applications and ensuring accurate submission and trackingLiaising with providers and clients to obtain information and resolve queriesMaintaining accurate client records and ensuring compliance standards are metSupporting the wider team with general office and administrative dutiesAbout You:Previous experience within an IFA or ..... full job details .....