IFA Administrator

Brook Street; Cardiff; Vor Ort; GBP 21.000 - 27.000; Vollzeit

Benefits dieser Stelle

25 days holiday + bank holidays

Pension scheme

Death in service life insurance

Optional private healthcare scheme

Flexible working hours within core set

Career development within team

Zusammenfassung

Brook Street, a well-established financial planning firm, is seeking a Financial Services Administrator to join their growing team. You will support Financial Advisers and Paraplanners, maintaining client records and processing applications across life, investment, and pension products.

This role offers flexible hours within a core working system, with a company pension, optional private healthcare, and opportunities to develop within a supportive, experienced team.

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

Financial services administration

Communication

Organisation

Ausbildung

GCSE Maths & English

Tools

IRESS XPLAN

Jobbeschreibung

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