Financial Client Administrator

Our client in Cardiff is looking for a Client Administrator to join their friendly and professional team.

You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time.

In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork.

What you'll be doing:

• Owning the end-to-end new business application process.
• Processing new business within agreed service standards
• Liaising with providers and third parties to keep cases moving.
• Working with colleagues, providers, solicitors, accountants and other professionals.
• Actioning Letters of Authority and Transfers of Authority.
• Ensuring clients and providers receive accurate documentation.
• Taking incoming calls and delivering a professional, compliant service.
• Handling daily post, scanning and allocating documents and issuing documentation.

What we're looking for:

• Previous experience within a Financial Services environment (IFA or similar)
• CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this).
• A detail-focused, highly organised administrator.
• A confident communicator who builds positive relationships.
• A proactive problem-solver who takes ownership and follows things through.
• A flexible team member who's ready to adapt in a growing business.

Salary & Benefits:

Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits:

• Yearly bonus based on company and personal performance (up to 10%).
• BUPA Private Medical Insurance.
• Pension Plan (5% ER and minimum 3% EE).
• Medicash Health Cash Plan.
• Group Income Protection (75% of base salary).
• Group Life Assurance (4x base salary).
• 28 days holiday (rising to 30 after 2 years' service).
• Hybrid working after probationary period.