IFA Administrator

We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team.

This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice.

Key Responsibilities

• Maintain and update client records accurately on back-office systems
• Handle incoming and outgoing information requests efficiently
• Prepare and submit applications across life, investment, and pension products
• Record new business and monitor applications through to completion
• Manage annual review schedules, ensuring all client reviews are completed on time
• Support with periodic investment portfolio rebalancing
• Liaise professionally with clients, providers, and internal colleagues

Requirements

• Minimum 1 year’s experience in a financial services / IFA administration role
• Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable)
• Excellent communication and organisational skills
• Working towards or already holding financial services qualifications (desirable)
• Minimum GCSEs (or equivalent) in Maths and English
• High attention to detail and ability to manage multiple tasks

Benefits

• 25 days holiday plus bank holidays
• Company pension scheme
• Death in service life insurance
• Optional private healthcare scheme
• Flexible working hours within a core working system
• Opportunity to develop within a supportive and experienced team

Apply now, or contact Luke at Brook Street Cardiff