https://jobs.co.uk/job/ifa-administrator-brook-street--07179910-b736-464a-b443-1438d1ccbe01 RSS feed for IFA Administrator at Brook Street. en-gb Sat, 01 Aug 2026 19:12:22 GMT https://jobs.co.uk/job/ifa-administrator-brook-street--07179910-b736-464a-b443-1438d1ccbe01 https://jobs.co.uk/job/ifa-administrator-brook-street--07179910-b736-464a-b443-1438d1ccbe01 Sat, 01 Aug 2026 11:54:05 GMT Location: Caerphilly | Salary: 34000.00-34000.00 Annual | Type: Permanent | We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year''s experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already ... Permanent