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This job advert has expired and applications have closed.
IFA Administrator
| Posting date: | 21 January 2025 |
|---|---|
| Salary: | £25,000.00 to £30,000.00 per year |
| Hours: | Full time |
| Closing date: | 20 February 2025 |
| Location: | Cardiff, Cardiff, CF23 8NL |
| Company: | Brook Street |
| Job type: | Permanent |
| Job reference: | BBBH393723_1737459295 |
Summary
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:- Maintain and update back-office client records with accuracy and efficiency.
- Handle information requests and manage correspondence with clients and providers.
- Package and submit life, investment, and pension applications to providers.
- Record and track new business applications through to completion.
- Manage the annual review diary to ensure timely client follow-ups.
- Assist with quarterly investment rebalances to keep client portfolios optimized.
- Minimum of 2 years' experience in a financial advice administration role.
- Strong understanding of back-office systems, ideally IRESS XPLAN.
- Financial services qualifications or progress toward Diploma Level 4 (preferred).
- GCSE grades A-C/1-3 in Mathematics and English.
- Excellent communication skills with the ability to interact professionally with clients and providers.
- Highly organized with a keen eye for detail.
- Competitive salary of up to £30,000 (depending on experience and qualifications).
- 25 days holiday plus bank holidays.
- Flexible working hours with a core time system to suit your schedule.
- Company pension scheme.
- Death in Service Life Insurance.
- Optional private healthcare scheme.
Apply now or contact Luke at Brook Street Cardiff for more information!
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.