Senior Administrator

We are seeking a detail oriented and proactive Senior Administrator to join the financial services team in the Cardiff regional hub of one of the UK's most dynamic wealth management firms.

The successful candidate will support Financial Advisers provide a high quality service to our clients. You need to be both a people person and a first class Administrator to excel in this role, as you'll have daily contact with our clients, Advisers, colleagues and providers.

This role offers an excellent opportunity for individuals with a strong organisational background and a passion for financial planning to develop their career within a professional environment. The is suitable for candidates eager to develop their experience in the financial services industry.

• Maintain regular contact with clients providing assistance where required
• Liaise with various providers, gathering and correlating plan/policy information and ensuring a smooth and timely business process
• Processing Letters of Authority
• Create and maintain client files and enter details onto back office database
• Submitting business on internal and external systems
• Prepare paperwork for pre sale and post sale
• Meeting preparation - preparing all pre meeting requirements such as portfolio valuations and performance, fact find documentation, money laundering requirements, risk questionnaires, etc.
• Post meeting administration - preparing, writing and producing client reports
• Implementing Adviser specific actions that result from advice given to the client
• New business processing and submitting onto external and internal systems
• Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
• General administration and client servicing support as needed

• Must have excellent interpersonal and organisational skills with the ability to work in a fun but professional environment
• You must be happy to work on your own and as part of a team
• Able to work within defined business processes
• Prioritise and plan own workload
• Have attention to detail and accuracy
• Be able to communicate effectively with colleagues and clients
• Excellent interpersonal skills, both written and verbal
• Ability to focus and prioritise effectively
• Ability to build strong working relationships internally & externally
• Good IT skills including Office 365
• Good telephone manner

Previous experience of working within a similar role within a financial services business is highly desirable.

• Company pension scheme
• Death in service
• 25 days annual leave, increasing to 30 with length of service
• Flexible benefits
• Market leading enhanced family friendly policies
• Cycle to work scheme
• Training and support towards industry recognised certifications

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.