IFA Administrator

Cardiff

Full Time | Office Based

Competitive Salary

This opportunity would suit an IFA Administrator who enjoys being at the centre of the client journey and wants to join a well-established professional services firm with a strong reputation and a genuine commitment to client service.

Whether you already have a year or two of experience within financial planning or are looking to continue developing your career within a supportive environment, this role offers the opportunity to work alongside experienced Financial Advisers and Paraplanners whilst gaining exposure to a broad range of financial planning cases.

The business is looking for someone who is organised, proactive, and takes pride in delivering a high standard of work. In return, you will join a firm that values its employees, supports professional development, and offers genuine long-term career opportunities.

The Business

Is part of a highly respected firm of Chartered Accountants and Business Advisers with more than 50 years of history supporting individuals and businesses across South Wales. The Financial Solutions division provides independent advice across pensions, investments, retirement planning, and inheritance tax planning, helping clients make informed decisions about their financial future.

You will be joining a friendly and collaborative team based at Cardiff Gate Business Park, where client relationships, professionalism, and quality of service remain at the heart of everything they do.

The Role

Working closely with a Financial Adviser and Paraplanner, you will play an important role in supporting the delivery of advice and ensuring clients receive an efficient and professional service. This is a varied position that will see you involved in new business processing, client servicing, provider liaison, and maintaining accurate client records throughout the advice process.

Typical responsibilities will include:

• 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
• Liaising with providers, platforms, and clients to obtain information and progress cases
• Ensuring all records and documentation are maintained accurately and compliantly

About You

To be considered for this role, you should already have experience working within a financial planning, wealth management, or IFA environment. The business is looking for someone who enjoys working in a client-focused role, has strong organisational skills, and can manage multiple tasks whilst maintaining excellent attention to detail. Ideally, you will have:

• 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
• A proactive and positive approach to your work
• Financial services qualifications or progress towards industry exams would be advantageous

The Benefits

• 25 days holiday plus bank holidays
• Company pension scheme
• Death in Service Life Insurance
• Optional Private Healthcare Scheme
• Flexible working hours with core working times
• Full-time role (37.5 hours per week) – Part-time applications (30 hours) may also be considered

Applying

To find out more about this opportunity, simply apply here.

One of our team will be in touch to discuss the role in more detail and answer any questions you may have before supporting you through the interview process.

Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator