IFA Administrator - Client-Focused Finance Support

Finlink Ltd; Cardiff; On-site; GBP 23,000 - 30,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays

Company pension scheme

Death in Service Life Insurance

Private Healthcare Scheme (optional)

Flexible working hours with core times

Job summary

Finlink Ltd in Cardiff is seeking an IFA Administrator to join a well-established professional services firm with a strong reputation and client‑focused culture. The role offers a competitive salary and the chance to work alongside experienced Financial Advisers and Paraplanners in a supportive environment.

Ideal candidates will have 12 months+ IFA Administration experience, be highly organised, and comfortable handling client records, new business processing, and provider liaison.

Qualifications

• At least 12 months' experience within an IFA Administration role.
• Experience working with financial planning back-office systems.
• Knowledge of pensions, investments, and protection products.
• Experience processing new business and supporting advisers.
• Strong communication skills and a professional manner.
• Excellent attention to detail and organisational ability.

Responsibilities

• Maintaining and updating client records using back-office systems.
• Preparing and submitting pension, investment, and protection applications.
• Managing information requests with clients and providers.
• Recording and tracking new business through to completion.
• Supporting the annual review process and managing review diaries.
• Assisting with quarterly investment rebalancing activities.

Skills

Client focus

Organisational skills

Attention to detail

Communication skills

Proactive attitude

Education

Financial services qualifications in progress

Tools

Back-office systems

Job description

Finlink Ltd in Cardiff is seeking an IFA Administrator to join a well-established professional services firm with a strong reputation and client‑focused culture. The role offers a competitive salary and the chance to work alongside experienced Financial Advisers and Paraplanners in a supportive environment.

Ideal candidates will have 12 months+ IFA Administration experience, be highly organised, and comfortable handling client records, new business processing, and provider liaison.