The Firm As one of Wales’ leading independent firms of Chartered Accountants, BPU has a proven track record of success in helping clients across all sectors to achieve profitability, enjoy greater wealth and gain and maintain control of their financial situation. During its 50 years in practice BPU has developed a specialised service to private and public sector firms, including owner managed businesses and larger limited companies. BPU has achieved this by investing in the right people and provides an impressive work environment for staff with a range of benefits and opportunities for regular training and career development. We are more than just accountants and our people are at the heart of what we do and what we can achieve. BPU has over 40 staff and directors operating from its two offices in Cardiff Gate and Llantwit Major. The firm has ambitious growth plans for the future and is committed to the training of Chartered Accountants, Tax Advisors and all staff as a key factor in its continued success. IFA Administrator Location: Cardiff Gate CF23 8AA Salary: Up to £30,000 depending on experience and qualifications. Join Our Dynamic Financial Planning Team as an IFA Administrator Are you ready to be an essential part of a thriving financial advisory team? We are seeking a proactive IFA Administrator to support our Financial Adviser and Paraplanner. Key Responsibilities: Maintain and update back-office computer client records with precision. Efficiently handle sending and receiving information requests. Package and submit life, investment, and pension applications to providers. Accurately record new business and track applications through to issue. Manage the annual review diary to ensure timely follow-ups. Assist with quarterly investment rebalances to keep our clients' portfolios in top shape. Why Choose BPU? Comprehensive Services: We offer a wide range of investment, retirement, and inheritance tax planning solutions tailored to meet our clients' unique needs. Commitment to Excellence: As a proud member of the ValidPath network, we are dedicated to providing best-practice and independent financial advice. The Benefits: 25 days holiday plus bank holidays This is a full time permanent role at our Cardiff Gate office. We have flexible working hours operating in a core time system with options to start and finish work at set times to suit you. Company pension scheme Death in Service Life Insurance Optional Private Healthcare Scheme What We’re Looking For: Experience: You should have a minimum of 2 years work experience in a financial advice administration role, with a solid understanding of back-office systems. Qualifications: Ideally, you have already gained some financial services qualifications or hold an appropriate Diploma Level 4 plus minimum GCSE grades A-C/1-3 in Mathematics and English. Communication Skills: You should be willing and able to communicate professionally with clients and providers. The firm: With over 55 years of experience, BPU Accountants is not just a firm; we are a forty strong family of friendly and approachable chartered accountants and business advisers. Our offices at Cardiff Gate Business Park and Llantwit Major are hubs of innovation and client-focused solutions. Join us and be part of a team that values integrity, professionalism, and client success. If you are organized, motivated, and ready to take your career to the next level, we want to hear from you