Financial Services Administrator OpportunityLocation: Cardiff, Wales - office based roleSalary: Competitive, dependent on experienceContract: Full-time and Part-time, PermanentParking: Available on-siteAre you a highly organized, detail-oriented professional with a passion for delivering top-notch client service in the financial sector? Join our close-knit team at a small IFA firm as a Financial Services Administrator, where you will play a crucial role in supporting our advisers to deliver exceptional financial solutions.Key ResponsibilitiesAdministrative Support: Assist financial advisers by preparing client documentation, managing correspondence, and ensuring smooth day-to-day operations.Client Interaction: Schedule client meetings, handle inbound queries with professionalism, and maintain a high standard of client communication.Data Management: Keep client records accurate and up-to-date, ensuring all interactions are logged promptly in our CRM systems.Compliance and Reporting: Assist with compliance-related tasks, including audit preparation and regulatory reporting, to uphold our firm''s standards.Financial Documentation: Support the creation of financial reports and the preparation of client reviews to aid in strategic decision-making.What We''re Looking ForExperience: Prior role in financial services administration or a similar capacity, with a solid understanding of financial products and regulatory frameworks (e.g., FCA, GDPR).Skills: Exceptional communication ..... full job details .....