Brook Street
IFA Administrator
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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
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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
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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
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