IFA Administrator

Brook Street; Wales; On-site; GBP 60,000 - 80,000; Full time

Job summary

A respected Independent Financial Adviser firm in Cardiff is looking for an experienced IFA Administrator. You will support advisers by preparing client files and managing correspondence. Responsibilities include ensuring compliance with FCA requirements and assisting in new business processing. The ideal candidate has at least 2 years in financial services, possesses strong organisational skills, and communicates effectively with a client-focused attitude. Training and support for professional development are offered.

Benefits

Competitive salary

Company pension scheme

Free on-site parking

Support for professional development

Qualifications

• Previous experience in a financial services or professional office environment (ideally 2 years+).
• Comfortable working independently and as part of a team.
• Familiarity with investments, pensions, or life products is advantageous.

Responsibilities

• Preparing and maintaining client files and documentation in line with FCA requirements.
• Liaising with advisers and product providers to obtain valuations and policy information.
• Supporting client review meetings and ensuring client information is up to date.
• Managing correspondence and updating records on the CRM system.
• Assisting with new business processing and keeping clients updated.

Skills

Strong organisational skills

Excellent attention to detail

Confident communicator

Client-focused attitude

Job description

Overview

We\'re working with a highly respected Independent Financial Adviser firm based in Cardiff, known for delivering bespoke financial planning and investment advice to both private clients and businesses. The firm has built its reputation entirely through client referrals, reflecting its unwavering commitment to service quality and trusted relationships. They\'re now looking to appoint an experienced IFA Administrator to join their growing support team.

Responsibilities

• Preparing and maintaining client files and documentation in line with FCA requirements.
• Liaising with advisers, paraplanners, and product providers to obtain valuations, quotations, and policy information.
• Supporting client review meetings by preparing packs and ensuring client information is up to date.
• Managing incoming and outgoing correspondence, updating records on the CRM system, and handling general administrative tasks.
• Assisting with new business processing and keeping clients informed on progress updates.

Qualifications

• Previous experience in a financial services or professional office environment (ideally 2 years+).
• Strong organisational skills with excellent attention to detail.
• Confident communicator, both written and verbal, with a client-focused attitude.
• Comfortable working independently as well as part of a collaborative team.
• Familiarity with investments, pensions, or life products would be an advantage but not essential.

What we offer

• Competitive salary depending on experience.
• Company pension scheme.
• Free on-site parking.
• Full training on internal systems and support for professional development, including financial services qualifications.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy