Join Our Team as an IFA Administrator at Ramsay & White!
Are you passionate about providing exceptional support in the financial services industry? Ramsay & White is seeking a dedicated and detail-oriented IFA Administrator to join our dynamic team. We are a thriving financial advisory firm committed to delivering unparalleled service to our clients.
Position: IFA Administrator
Location: Cardiff, South Wales
About Ramsay & White: Ramsay & White is a well-established financial advisory firm known for our personalised approach to wealth management. With a focus on delivering comprehensive financial solutions, we pride ourselves on our client-centric philosophy and commitment to excellence.
Role Overview: As an IFA Administrator, you will play a pivotal role in supporting our financial advisors and ensuring the smooth operation of our office. Your responsibilities will include but not be limited to:

• Assisting in the preparation and processing of client documentation
• Managing client queries and providing excellent customer service
• Liaising with financial providers and maintaining accurate records
• Supporting the advisors in administrative tasks and ensuring compliance with regulations
• Contributing to the efficiency and effectiveness of office processes

Requirements:
We are looking for candidates with the following qualifications and skills:

• Proven experience in a similar administrative role within the financial services industry
• Strong organisational abilities with excellent attention to detail
• Proficiency in MS Office suite and familiarity with financial software (e.g., CRM systems)
• Good knowledge of financial products, services, and regulations
• Excellent communication and interpersonal skills
• Ability to prioritise tasks and work effectively within a team

Why Join Us: At Ramsay & White, we value our employees and provide a supportive and collaborative work environment. Joining our team means being part of a company that encourages professional growth and development. We offer competitive remuneration packages, ongoing training opportunities, and a chance to work alongside experienced professionals in the field.
If you are a motivated individual with a passion for delivering exceptional administrative support in the financial sector, we’d love to hear from you.
How to Apply: To apply for this exciting opportunity, please submit your resume along with a cover letter outlining your relevant experience and why you’d be a great fit for Ramsay & White.
Application Deadline: 4th December 2023
Ramsay & White is an equal opportunity employer committed to diversity and inclusion in the workplace
Job Types: Full-time, Permanent
Pay: £27,000.00-£35,000.00 per year
Additional pay:

• Performance bonus
• Yearly bonus

Benefits:

• Company pension
• Financial planning services
• On-site parking

Schedule:

• Monday to Friday

Experience:

• Administrative: 2 years (preferred)

Work authorisation:

• United Kingdom (required)

Work Location: In person
Reference ID: IFA Administrator