Senior Administrator - Wealth Management/IFA Location: Cardiff - hybrid working Salary: Competitive (dependent on experience) Job Type: Full-time, Permanent My client are a client-focused Wealth Management and Independent Financial Advisory (IFA) firm dedicated to delivering tailored financial planning solutions. They are seeking a Senior Administrator experienced in financial services to join our dynamic team. Day-to-Day of the Role: Provide comprehensive administrative support to financial advisers and paraplanners. Prepare and process new business applications across pensions, investments, and protection products. Manage client records and ensure data accuracy within back-office systems. Handle client queries and liaise with product providers to obtain information. Support compliance processes by maintaining accurate records and ensuring regulatory requirements are met. Prepare reports, valuations, and meeting packs for client reviews. Assist with day-to-day office management and workflow coordination. Required Skills & Qualifications: Proven experience in a Wealth Management, IFA, or Financial Planning firm. Excellent attention to detail with strong administrative skills. Comfortable using financial CRM systems, Microsoft Office, and provider platforms. Knowledge of financial products, including pensions, investments, and protection. Strong understanding of FCA regulations and compliance requirements. Benefits: Competitive salary and benefits package. 25 days annual leave plus bank holidays. Death in service benefit. 8% employer pension contribution. Private Health Insurance. Potential for hybrid working. Supportive and collaborative working environment. Career development opportunities within a growing firm. How to Apply: If you are an experienced financial services administrator looking for a new challenge, we would love to hear from you Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position. Join and be part of a firm where your expertise is valued, and your contributions make a difference