IFA Administrator

Virtual Bridges; Cardiff; On-site; GBP 25,000 - 30,000; Full time

Job summary

Join a dynamic financial planning team as a financial services administrator, where your expertise will enhance client service delivery. In this role, you will be responsible for maintaining accurate client records, managing correspondence, and ensuring timely follow-ups for client reviews. This innovative firm offers a competitive salary, flexible working hours, and a supportive environment for professional growth. If you have a keen eye for detail and a passion for financial services, this is the perfect opportunity to advance your career while making a meaningful impact on clients' financial journeys.

Benefits

Competitive salary

25 days holiday plus bank holidays

Flexible working hours

Company pension scheme

Death in Service Life Insurance

Optional private healthcare scheme

Qualifications

• 2+ years of experience in financial advice administration.
• Strong understanding of back-office systems.

Responsibilities

• Maintain and update back-office client records accurately.
• Manage correspondence with clients and providers.

Skills

Financial services administration

Communication skills

Organizational skills

Attention to detail

Education

Financial services qualifications

GCSE in Mathematics

GCSE in English

Progress toward Diploma Level 4

Tools

IRESS XPLAN

Job description

Are you an experienced and detail-oriented financial services administrator? Join a dynamic financial planning team where your skills will play a key role in delivering exceptional client service.

Responsibilities:

1. Maintain and update back-office client records with accuracy and efficiency.
2. Handle information requests and manage correspondence with clients and providers.
3. Package and submit life, investment, and pension applications to providers.
4. Record and track new business applications through to completion.
5. Manage the annual review diary to ensure timely client follow-ups.
6. Assist with quarterly investment rebalances to keep client portfolios optimized.

Requirements:

1. Minimum of 2 years' experience in a financial advice administration role.
2. Strong understanding of back-office systems, ideally IRESS XPLAN.
3. Financial services qualifications or progress toward Diploma Level 4 (preferred).
4. GCSE grades A-C/1-3 in Mathematics and English.
5. Excellent communication skills with the ability to interact professionally with clients and providers.
6. Highly organized with a keen eye for detail.

Benefits:

1. Competitive salary of up to £30,000 (depending on experience and qualifications).
2. 25 days holiday plus bank holidays.
3. Flexible working hours with a core time system to suit your schedule.
4. Company pension scheme.
5. Death in Service Life Insurance.
6. Optional private healthcare scheme.

Apply now or contact Luke at Brook Street Cardiff for more information!