Job Title: IFA AdministratorIndustry: Financial PlanningLocation: CarmarthenshireSalary: £25,000 - £30,000 (DOE)Reference Number: [9556]

Are you an Administrator looking for a flexible and rewarding role in financial services?

Do you have experience in administration and want to be part of a growing, supportive team?

We’re working with a local independent financial advice company. They offer independent financial advice and are known for building strong, long-term client relationships. As part of a close-knit team, you'll provide key administrative support to a Financial Adviser managing a substantial client bank, working alongside another administrator.

What You’ll Be Doing:

• Supporting the adviser with day-to-day admin, including client documentation, requesting valuations and illustrations and application processing
• Liaising with clients, providers, and internal teams to keep everything running smoothly
• Ensuring compliance and accuracy in financial records
• Being a key part of a professional and friendly team

What’s in It for You?

• Salary: £25,000 - £30,000+ (depending on experience)
• Hybrid & flexible working (part-time or full-time)
• Office in Carmarthenshire
• Pension
• 25 days holiday + Bank Holidays
• Comprehensive benefits package, including:
  • 2x Death in Service cover
  • Income & Sickness Protection
  • Discretionary Bonus (~10% of salary)

What We’re Looking For:

• Administration experience
• Highly organised with strong attention to detail
• A confident communicator who enjoys working with clients and providers
• Comfortable using Microsoft Office and financial systems

This is a great opportunity to join a well-established financial planning team offering flexibility, career development, and excellent benefits.

Interested? Apply now or get in touch to find out more!

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