Job Description

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.

Requirements:

• 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.

Benefits:

• 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.