Job description
We are seeking a professional, detail-oriented IFA Administrator to join our dynamic team in Aberystwyth. This is an excellent opportunity for someone looking to build a long-term career in financial services within a supportive, forward-thinking firm. The role offers a blend of technical administrative work and direct client interaction, with hybrid working available to support a healthy work-life balance.
This position plays a vital role in the advice process, supporting financial advisers and ensuring the delivery of exceptional service to our clients. It's ideally suited to someone who enjoys working with precision, is confident communicating with clients, and thrives in a structured and collaborative environment.
Key Responsibilities
- Prepare a wide range of documentation including client reports, portfolio valuations, and financial quotations
- Maintain accurate client records and ensure all systems are updated in a timely and compliant manner
- Act as a point of contact for client queries, communicating confidently both over the phone and in person
- Support advisers with the management of complex client cases by drafting high-quality, compliant reports
- Conduct research to support advice delivery and generate accurate, compelling, and tailored client reports
- Provide end-to-end administrative support to ensure the smooth running of client services and adviser operations
Skills & Experience Required
- Excellent problem-solving skills and the ability to work independently to resolve queries
- Strong analytical mindset with the ability to assess and interpret complex financial information
- Proven experience in administrative roles, ideally within financial planning, wealth management, or a regulated environment
- Comfortable making informed decisions and taking ownership of tasks
- Technically proficient, with experience using CRM systems, reporting tools, and Microsoft Office applications
- Strong interpersonal skills with the ability to build effective working relationships with both internal teams and external stakeholders
What We Offer
- Competitive salary up to £30,000 (depending on experience)
- Hybrid working, a blend of office and home-based flexibility
- Company pension scheme
- Death in service cover
- 25 days annual leave, plus your birthday off
- Flexible benefits, with the option to purchase additional holidays
- Enhanced family-friendly policies
- Cycle to work scheme
If you are organised, client-focused, and looking for a role where your work truly supports people's financial futures, we would love to hear from you.
Apply now to take the next step in your financial services career.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
