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IFA Administrator

United Kingdom, Cardiff Employment contract 30000.00 - 34000.00 GBP / Year · Job Posted June 29, 2026
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Job Description

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.

Job Responsibility

  • 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

Nice to have

  • Experience with IRESS XPLAN
  • Working towards or already holding financial services qualifications

What we offer

  • 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
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