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- Tasks: Support financial advisers and manage client information in a busy advisory office.
- Company: Respected Independent Financial Adviser firm in Cardiff with a strong client-focused reputation.
- Benefits: Competitive salary, pension scheme, free parking, and professional development support.
- Why this job: Join a collaborative team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services, strong organisational skills, and confident communication.
- Other info: Full training provided with opportunities for career growth and financial qualifications.
The predicted salary is between 30000 - 42000 £ per year.
We are 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 are now looking to appoint an experienced IFA Administrator to join their growing support team.
The Role: As an IFA Administrator, you will play an essential role in supporting advisers and paraplanners, ensuring exceptional service delivery to clients. You will work as part of a collaborative and supportive team, helping manage client information, documentation, and the smooth running of daily operations within a busy advisory office.
Day-to-day responsibilities will include:
- Preparing and maintaining client files and documentation in line with FCA requirements.
- Liaising with advisers, paraplanners, 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.
Who we are looking for:
- 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.
IFA Administrator in Cardiff employer: Brook Street
Contact Detail:
Brook Street Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at the firm. A personal introduction can make all the difference in landing that IFA Administrator role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of FCA requirements and client management. Show us you’re not just a great fit on paper but also ready to hit the ground running in supporting advisers and paraplanners.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After your interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got all the latest job openings, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications with us.
We think you need these skills to ace IFA Administrator in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. Keep it concise but engaging – we love a good story!
Showcase Your Organisational Skills: Since the role requires strong organisational skills, give examples of how you've managed tasks or projects in the past. We want to know how you keep things running smoothly, especially in a busy environment like ours.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our awesome team!
How to prepare for a job interview at Brook Street
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially if you've got experience in investments, pensions, or life products. Familiarise yourself with the FCA requirements and be ready to discuss how you’ve managed client documentation in the past.
✨Showcase Your Organisational Skills
As an IFA Administrator, organisation is key. Prepare examples of how you've successfully managed client files and documentation before. Highlight any systems or processes you've implemented to keep things running smoothly in a busy office environment.
✨Communicate Confidently
Since you'll be liaising with advisers, paraplanners, and clients, practice your communication skills. Be prepared to demonstrate how you handle correspondence and keep clients informed. A confident, client-focused attitude will go a long way!
✨Team Player Vibes
This role requires collaboration, so be ready to talk about your experiences working in a team. Share examples of how you've supported colleagues and contributed to a positive team dynamic, showing that you can thrive both independently and as part of a group.
