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IFA Administrator: Training & Client Services

Job in Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for: Brook Street NMR
Apprenticeship/Internship position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Job Description & How to Apply Below
A leading financial advisory firm in Cardiff seeks an experienced IFA Administrator to support advisers and manage client documentation. The role involves preparing client files, liaising with advisers and product providers, and assisting with new business processing. The ideal candidate has over 2 years of experience in a financial services environment, excellent organizational skills, and a client-focused attitude. The position offers competitive salary, pension scheme, and professional development support.
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